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
551
$2.04M 0.03%
101,700
+7,684
552
$2.03M 0.03%
57,363
+14,914
553
$2.02M 0.03%
19,147
-641
554
$2.01M 0.03%
29,755
+125
555
$2.01M 0.03%
25,775
+4,093
556
$2M 0.03%
34,481
-615
557
$2M 0.03%
32,817
+1,733
558
$1.97M 0.03%
47,289
+9,182
559
$1.97M 0.03%
938
+15
560
$1.96M 0.03%
82,952
+1,897
561
$1.95M 0.03%
3,083
+459
562
$1.93M 0.03%
35,441
-11,264
563
$1.93M 0.03%
5,480
+3,371
564
$1.93M 0.03%
19,158
-1,951
565
$1.93M 0.03%
50,302
+7,923
566
$1.92M 0.03%
13,319
-44
567
$1.92M 0.03%
2,978
-2
568
$1.91M 0.03%
57,922
+5,164
569
$1.91M 0.03%
3,886
+14
570
$1.9M 0.03%
32,460
+178
571
$1.9M 0.03%
48,054
+1,838
572
$1.89M 0.03%
28,066
+4,307
573
$1.88M 0.03%
34,736
+2,432
574
$1.87M 0.03%
47,950
+3,023
575
$1.86M 0.03%
53,807
+1,155
21 22
23
24 25