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
701
$1.33M 0.02%
51,750
-24,418
702
$1.32M 0.02%
11,490
+1,590
703
$1.32M 0.02%
72,619
-521
704
$1.31M 0.02%
29,310
-26,101
705
$1.31M 0.02%
80,011
+44,633
706
$1.31M 0.02%
52,164
+11,749
707
$1.31M 0.02%
7,913
-705
708
$1.31M 0.02%
48,508
+1,368
709
$1.3M 0.02%
71,215
+26,561
710
$1.29M 0.02%
18,436
-12,278
711
$1.29M 0.02%
63,897
+7,532
712
$1.29M 0.02%
26,945
+2,335
713
$1.28M 0.02%
39,065
+3,453
714
$1.28M 0.02%
36,600
+4,150
715
$1.27M 0.02%
9,316
+938
716
$1.27M 0.02%
4,527
+109
717
$1.27M 0.02%
13,667
+2,083
718
$1.27M 0.02%
13,953
-894
719
$1.27M 0.02%
38,597
+984
720
$1.26M 0.02%
31,372
+3,438
721
$1.26M 0.02%
29,039
+3,873
722
$1.25M 0.02%
24,162
+10,475
723
$1.25M 0.02%
22,447
+269
724
$1.25M 0.02%
192,337
+85,421
725
$1.24M 0.02%
21,060
+87
27 28
29
30 31