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
851
$900K 0.01%
29,569
+1,384
852
$899K 0.01%
26,042
+885
853
$898K 0.01%
47,349
+1,301
854
$897K 0.01%
7,139
-1,750
855
$894K 0.01%
6,024
-4,807
856
$889K 0.01%
64,916
+3,293
857
$888K 0.01%
17,195
+347
858
$886K 0.01%
18,729
-866
859
$883K 0.01%
19,767
-3,021
860
$880K 0.01%
64,011
861
$877K 0.01%
17,821
+2,938
862
$876K 0.01%
19,439
-43
863
$876K 0.01%
57,110
+7,922
864
$874K 0.01%
25,946
+300
865
$874K 0.01%
13,506
+1,934
866
$872K 0.01%
8,674
+1,211
867
$870K 0.01%
29,047
-5,914
868
$870K 0.01%
17,358
+259
869
$869K 0.01%
+8,381
870
$863K 0.01%
88,751
-2,425
871
$861K 0.01%
3,407
+226
872
$861K 0.01%
46,348
873
$861K 0.01%
9,499
-12,061
874
$860K 0.01%
6,689
+384
875
$858K 0.01%
17,405
+623
33 34
35
36 37