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
901
$813K 0.01%
6,184
+145
902
$811K 0.01%
10,366
-21
903
$809K 0.01%
10,088
+306
904
$809K 0.01%
12,975
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905
$808K 0.01%
10,870
-30
906
$805K 0.01%
25,329
-26
907
$805K 0.01%
8,341
-19
908
$803K 0.01%
21,798
+599
909
$801K 0.01%
26,068
+2,711
910
$801K 0.01%
14,508
-873
911
$801K 0.01%
66,818
+5,940
912
$798K 0.01%
49,563
+3,354
913
$796K 0.01%
28,185
-1,986
914
$796K 0.01%
13,160
+780
915
$796K 0.01%
13,665
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916
$790K 0.01%
10,927
917
$790K 0.01%
63,281
+52,526
918
$789K 0.01%
+17,963
919
$789K 0.01%
+39,891
920
$786K 0.01%
18,453
+1,601
921
$784K 0.01%
34,363
+3,475
922
$777K 0.01%
2,860
+187
923
$773K 0.01%
28,474
+1,221
924
$772K 0.01%
5,920
-590
925
$771K 0.01%
6,978
-274
35 36
37
38 39