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
526
$2.17M 0.03%
145,565
+1,190
527
$2.17M 0.03%
160,033
+36,268
528
$2.17M 0.03%
3,196
+565
529
$2.16M 0.03%
71,920
+1,018
530
$2.16M 0.03%
18,553
+277
531
$2.16M 0.03%
18,833
+6,301
532
$2.16M 0.03%
+77,254
533
$2.15M 0.03%
18,894
-1,888
534
$2.15M 0.03%
8,702
+355
535
$2.14M 0.03%
52,437
-12,938
536
$2.14M 0.03%
23,576
+406
537
$2.13M 0.03%
43,260
+3,661
538
$2.13M 0.03%
36,609
+1,795
539
$2.13M 0.03%
42,113
-9,102
540
$2.12M 0.03%
48,617
-5,662
541
$2.11M 0.03%
51,212
+4,313
542
$2.1M 0.03%
12,869
+49
543
$2.08M 0.03%
10,086
-539
544
$2.08M 0.03%
27,358
+1,621
545
$2.08M 0.03%
23,780
+1,843
546
$2.08M 0.03%
8,349
-110
547
$2.07M 0.03%
3,380
+17
548
$2.07M 0.03%
43,200
+1,741
549
$2.04M 0.03%
20,597
+1,388
550
$2.04M 0.03%
86,714
+15,269
20 21
22
23 24