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
626
$1.63M 0.02%
32,909
+162
627
$1.6M 0.02%
1,891
+62
628
$1.59M 0.02%
13,761
-401
629
$1.59M 0.02%
51,848
+5,418
630
$1.58M 0.02%
29,961
-23,549
631
$1.57M 0.02%
34,352
-370
632
$1.57M 0.02%
29,009
-1,585
633
$1.57M 0.02%
4,132
+533
634
$1.57M 0.02%
23,829
+1,523
635
$1.57M 0.02%
51,838
-31,493
636
$1.57M 0.02%
27,005
+220
637
$1.57M 0.02%
15,280
+1,082
638
$1.56M 0.02%
17,965
-2,121
639
$1.56M 0.02%
99,470
640
$1.55M 0.02%
46,008
-258
641
$1.55M 0.02%
36,810
+110
642
$1.54M 0.02%
909
643
$1.54M 0.02%
19,617
-1,099
644
$1.54M 0.02%
72,041
+17,512
645
$1.54M 0.02%
6,967
-261
646
$1.54M 0.02%
7,957
+225
647
$1.54M 0.02%
21,011
+4,934
648
$1.51M 0.02%
18,793
+5,551
649
$1.51M 0.02%
71,608
+11,672
650
$1.5M 0.02%
7,634
+180
24 25
26
27 28