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
676
$1.41M 0.02%
20,656
+547
677
$1.4M 0.02%
2,354
+10
678
$1.39M 0.02%
47,551
-74
679
$1.39M 0.02%
67,034
+5,636
680
$1.39M 0.02%
6,539
-381
681
$1.38M 0.02%
38,280
-4,360
682
$1.38M 0.02%
4,578
-84
683
$1.38M 0.02%
13,250
+782
684
$1.37M 0.02%
24,297
+186
685
$1.37M 0.02%
54,068
-5,761
686
$1.37M 0.02%
6,007
+24
687
$1.37M 0.02%
19,029
-2,947
688
$1.37M 0.02%
25,776
+6,012
689
$1.37M 0.02%
2,075
+2
690
$1.36M 0.02%
6,737
+143
691
$1.36M 0.02%
7,846
-1,107
692
$1.36M 0.02%
31,364
+3,576
693
$1.35M 0.02%
21,813
+144
694
$1.35M 0.02%
42,122
-1,972
695
$1.35M 0.02%
+16,779
696
$1.35M 0.02%
18,934
-707
697
$1.34M 0.02%
+38,590
698
$1.33M 0.02%
14,633
-316
699
$1.33M 0.02%
14,450
+1,554
700
$1.33M 0.02%
54,596
+4,204
26 27
28
29 30