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
651
$1.49M 0.02%
35,543
+4,741
652
$1.49M 0.02%
22,432
-3,854
653
$1.49M 0.02%
40,284
+8,226
654
$1.49M 0.02%
26,578
+564
655
$1.48M 0.02%
37,616
+1,496
656
$1.48M 0.02%
30,291
+1,996
657
$1.48M 0.02%
34,273
-246
658
$1.48M 0.02%
15,331
+1,572
659
$1.48M 0.02%
95,687
+1,612
660
$1.47M 0.02%
72,861
-4,429
661
$1.47M 0.02%
48,784
+39,070
662
$1.47M 0.02%
4,815
+621
663
$1.46M 0.02%
35,332
-290
664
$1.45M 0.02%
68,388
+5,279
665
$1.45M 0.02%
42,367
+16,222
666
$1.44M 0.02%
16,251
-121
667
$1.44M 0.02%
16,476
-233
668
$1.44M 0.02%
20,252
+618
669
$1.44M 0.02%
80,105
+204
670
$1.44M 0.02%
17,691
-14,422
671
$1.42M 0.02%
37,576
-2,012
672
$1.42M 0.02%
15,029
-221
673
$1.42M 0.02%
3,840
+909
674
$1.42M 0.02%
36,501
+1,573
675
$1.42M 0.02%
10,093
-674
25 26
27
28 29