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
951
$741K 0.01%
+25,605
952
$740K 0.01%
10,156
+690
953
$740K 0.01%
14,674
+2,119
954
$737K 0.01%
51,289
-2,025
955
$737K 0.01%
4,272
+446
956
$736K 0.01%
14,748
-932
957
$735K 0.01%
10,943
+1,285
958
$734K 0.01%
1,488
+432
959
$734K 0.01%
12,838
+2,651
960
$732K 0.01%
2,636
+55
961
$730K 0.01%
30,712
-76,406
962
$728K 0.01%
9,610
+408
963
$728K 0.01%
24,834
-4,933
964
$728K 0.01%
3,509
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965
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11,563
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966
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17,273
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967
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7,193
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6,700
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969
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14,208
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$714K 0.01%
10,384
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971
$714K 0.01%
+7,931
972
$712K 0.01%
3,389
+20
973
$711K 0.01%
5,811
-13,093
974
$710K 0.01%
115,451
+1,782
975
$707K 0.01%
5,231
+1,584
37 38
39
40 41