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
776
$1.12M 0.02%
30,910
+1,935
777
$1.11M 0.02%
9,751
+1,038
778
$1.11M 0.02%
121,921
+13,332
779
$1.11M 0.02%
34,877
-528
780
$1.11M 0.02%
12,123
-45
781
$1.1M 0.02%
64,075
+4,464
782
$1.09M 0.02%
5,988
+206
783
$1.09M 0.02%
25,850
+5,105
784
$1.08M 0.02%
14,905
+1,801
785
$1.08M 0.02%
79,689
+65,221
786
$1.08M 0.02%
16,320
+82
787
$1.07M 0.02%
1,633
+160
788
$1.06M 0.02%
12,418
+587
789
$1.06M 0.02%
21,170
+3,243
790
$1.06M 0.02%
32,057
+5,352
791
$1.05M 0.02%
50,701
-123,137
792
$1.05M 0.02%
13,387
+1,737
793
$1.04M 0.02%
1,382
+328
794
$1.04M 0.02%
13,520
-17,254
795
$1.04M 0.01%
13,018
+10,050
796
$1.03M 0.01%
39,888
+3,102
797
$1.03M 0.01%
17,342
-21
798
$1.03M 0.01%
+9,240
799
$1.02M 0.01%
8,539
-62
800
$1.02M 0.01%
20,911
-1,035
30 31
32
33 34