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
926
$769K 0.01%
5,948
-5,572
927
$767K 0.01%
25,946
-91,444
928
$764K 0.01%
19,407
+3,079
929
$764K 0.01%
16,448
+1,193
930
$763K 0.01%
12,410
+4,209
931
$762K 0.01%
11,278
-14,596
932
$761K 0.01%
7,842
+230
933
$759K 0.01%
1,562
-33
934
$758K 0.01%
12,436
+2,468
935
$757K 0.01%
9,868
+656
936
$756K 0.01%
12,451
+3,383
937
$755K 0.01%
24,667
+1,830
938
$755K 0.01%
3,116
-384
939
$754K 0.01%
13,998
+540
940
$753K 0.01%
3,295
+78
941
$752K 0.01%
10,880
+1,032
942
$752K 0.01%
9,301
+8
943
$752K 0.01%
8,106
+137
944
$749K 0.01%
+10,040
945
$748K 0.01%
20,575
+302
946
$748K 0.01%
19,039
+1,217
947
$748K 0.01%
+28,553
948
$745K 0.01%
18,661
-925
949
$744K 0.01%
16,781
+254
950
$741K 0.01%
1,109
-36
36 37
38
39 40