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
1051
$627K 0.01%
29,119
+3,983
1052
$626K 0.01%
25,687
+1,828
1053
$625K 0.01%
39,562
+21,105
1054
$623K 0.01%
16,530
+2,004
1055
$623K 0.01%
9,672
+918
1056
$623K 0.01%
26,728
+652
1057
$621K 0.01%
10,398
+2,438
1058
$619K 0.01%
13,610
+64
1059
$619K 0.01%
14,763
+3,850
1060
$618K 0.01%
10,820
+12
1061
$618K 0.01%
29,810
-955
1062
$617K 0.01%
14,828
+4,900
1063
$617K 0.01%
96,570
+19,917
1064
$616K 0.01%
42,145
+4,920
1065
$615K 0.01%
+22,545
1066
$615K 0.01%
22,364
+367
1067
$614K 0.01%
4,497
+42
1068
$613K 0.01%
4,539
+130
1069
$611K 0.01%
13,953
+91
1070
$610K 0.01%
10,121
-2,107
1071
$608K 0.01%
16,460
+2,730
1072
$607K 0.01%
8,886
+1
1073
$605K 0.01%
39,175
+3
1074
$603K 0.01%
2,341
+3
1075
$603K 0.01%
13,313
+133
41 42
43
44 45