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
726
$1.24M 0.02%
98,713
+6,573
727
$1.24M 0.02%
516
-7
728
$1.24M 0.02%
8,833
-269
729
$1.23M 0.02%
41,696
+14,091
730
$1.23M 0.02%
28,830
+2,422
731
$1.23M 0.02%
13,818
+990
732
$1.23M 0.02%
17,648
-3,130
733
$1.23M 0.02%
1,838
+1,327
734
$1.22M 0.02%
+34,392
735
$1.22M 0.02%
148,393
+3,820
736
$1.22M 0.02%
5,322
-31
737
$1.22M 0.02%
13,805
+216
738
$1.22M 0.02%
48,317
+6,576
739
$1.21M 0.02%
10,430
+3,530
740
$1.21M 0.02%
6,374
+16
741
$1.21M 0.02%
10,710
-2,770
742
$1.21M 0.02%
41,212
743
$1.21M 0.02%
8,854
-621
744
$1.21M 0.02%
27,786
-40,816
745
$1.2M 0.02%
32,957
-3,426
746
$1.2M 0.02%
3,545
+126
747
$1.2M 0.02%
22,372
-265
748
$1.2M 0.02%
13,556
+1,136
749
$1.2M 0.02%
+47,110
750
$1.2M 0.02%
+14,237
28 29
30
31 32