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
826
$947K 0.01%
147,320
+2,103
827
$946K 0.01%
37,416
+6,586
828
$945K 0.01%
20,098
+4,225
829
$944K 0.01%
+18,221
830
$941K 0.01%
12,057
+2,867
831
$937K 0.01%
25,613
-51
832
$937K 0.01%
31,109
+16,201
833
$936K 0.01%
10,747
+647
834
$934K 0.01%
21,551
-626
835
$933K 0.01%
27,943
-911
836
$931K 0.01%
24,968
+10,926
837
$930K 0.01%
40,661
-685
838
$930K 0.01%
19,740
+285
839
$922K 0.01%
47,958
-71,259
840
$922K 0.01%
9,547
+526
841
$920K 0.01%
6,339
-6,988
842
$920K 0.01%
8,482
-17,865
843
$918K 0.01%
6,611
-1,120
844
$915K 0.01%
3,814
-123
845
$915K 0.01%
5,478
+166
846
$915K 0.01%
9,682
-417
847
$912K 0.01%
+29,399
848
$910K 0.01%
6,040
+713
849
$908K 0.01%
5,506
-3,671
850
$902K 0.01%
8,313
-338
32 33
34
35 36