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
801
$1.02M 0.01%
8,403
+4
802
$1.02M 0.01%
20,499
-57
803
$1.01M 0.01%
17,141
+1,054
804
$1.01M 0.01%
2,328
+66
805
$997K 0.01%
88,848
+8,511
806
$996K 0.01%
16,711
+10,262
807
$992K 0.01%
2,633
-219
808
$986K 0.01%
23,212
+2,305
809
$984K 0.01%
16,829
+312
810
$983K 0.01%
19,121
-302
811
$981K 0.01%
16,172
+6,188
812
$977K 0.01%
4,478
+617
813
$972K 0.01%
20,250
+2,296
814
$969K 0.01%
13,410
+1,085
815
$968K 0.01%
17,019
+3,489
816
$967K 0.01%
3,677
+146
817
$966K 0.01%
8,490
+90
818
$966K 0.01%
9,122
-74
819
$964K 0.01%
27,289
+1,587
820
$955K 0.01%
2,562
+338
821
$952K 0.01%
16,326
-4,112
822
$949K 0.01%
42,370
-25,639
823
$949K 0.01%
15,668
-1,401
824
$949K 0.01%
12,114
+1,079
825
$948K 0.01%
51,097
-4,494
31 32
33
34 35