Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.98B
AUM Growth
+$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,946
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.7M
3
+$10.3M
4
PCF
High Income Securities Fund
PCF
+$9.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.51M

Top Sells

1
+$10.6M
2
+$8.22M
3
+$7.21M
4
PGX icon
Invesco Preferred ETF
PGX
+$6.72M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.49M

Sector Composition

1 Technology 11.9%
2 Healthcare 5.58%
3 Financials 4.75%
4 Consumer Discretionary 4.7%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.49M 0.04%
46,257
-17,438
477
$2.49M 0.04%
112,481
+6,084
478
$2.48M 0.04%
16,350
+586
479
$2.47M 0.04%
46,453
+488
480
$2.46M 0.04%
8,263
+586
481
$2.46M 0.04%
30,943
+5,018
482
$2.46M 0.04%
35,793
+245
483
$2.45M 0.04%
31,012
+1,350
484
$2.45M 0.04%
46,788
+4,112
485
$2.44M 0.04%
36,597
-930
486
$2.44M 0.04%
21,045
+2,932
487
$2.43M 0.03%
20,662
+1,232
488
$2.43M 0.03%
79,639
+49,047
489
$2.43M 0.03%
10,360
+115
490
$2.43M 0.03%
13,806
-1,232
491
$2.42M 0.03%
89,129
+8,238
492
$2.42M 0.03%
9,845
+1,365
493
$2.41M 0.03%
5,610
+628
494
$2.41M 0.03%
68,145
+8,256
495
$2.41M 0.03%
33,286
-2,316
496
$2.38M 0.03%
17,564
-1,015
497
$2.38M 0.03%
14,154
+176
498
$2.37M 0.03%
45,925
-921
499
$2.34M 0.03%
141,657
+17,940
500
$2.33M 0.03%
38,056
+4,574
18 19
20
21 22