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
576
$1.86M 0.03%
17,192
-3
577
$1.86M 0.03%
216,167
+13,676
578
$1.86M 0.03%
10,108
-333
579
$1.86M 0.03%
4,758
+157
580
$1.85M 0.03%
22,852
+1,114
581
$1.85M 0.03%
19,894
-1,152
582
$1.84M 0.03%
37,614
+187
583
$1.84M 0.03%
47,791
+39,136
584
$1.83M 0.03%
7,835
-214
585
$1.83M 0.03%
8,015
-1,165
586
$1.82M 0.03%
5,490
+316
587
$1.81M 0.03%
60,432
+3,118
588
$1.81M 0.03%
27,305
+1,124
589
$1.8M 0.03%
4
590
$1.8M 0.03%
61,207
+1,740
591
$1.8M 0.03%
69,052
+5,525
592
$1.79M 0.03%
10,348
-368
593
$1.77M 0.03%
59,973
+1,019
594
$1.77M 0.03%
19,033
-1,384
595
$1.77M 0.03%
71,983
+3,262
596
$1.77M 0.03%
60,585
+5,535
597
$1.76M 0.03%
24,431
-1,339
598
$1.76M 0.03%
39,765
+6,550
599
$1.76M 0.03%
43,783
+2,771
600
$1.76M 0.03%
4,267
+376
22 23
24
25 26