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
876
$857K 0.01%
21,374
-1,056
877
$854K 0.01%
26,495
-1,254
878
$852K 0.01%
23,753
-214
879
$851K 0.01%
4,404
-105
880
$851K 0.01%
9,680
+4,527
881
$849K 0.01%
+9,900
882
$848K 0.01%
5,047
-18
883
$848K 0.01%
20,117
+5,014
884
$844K 0.01%
7,571
-1,708
885
$844K 0.01%
6,053
+385
886
$842K 0.01%
12,015
-131
887
$841K 0.01%
27,934
+11,162
888
$841K 0.01%
20,417
+1,810
889
$840K 0.01%
25,644
+1,633
890
$833K 0.01%
2,077
+128
891
$832K 0.01%
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892
$831K 0.01%
25,547
+1,099
893
$830K 0.01%
69,124
+2,213
894
$827K 0.01%
15,338
-1,901
895
$822K 0.01%
52,130
+32,243
896
$821K 0.01%
5,926
+328
897
$818K 0.01%
37,506
-6,573
898
$814K 0.01%
+2,511
899
$813K 0.01%
6,804
-319
900
$813K 0.01%
28,957
-570
34 35
36
37 38