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
1126
$552K 0.01%
20,907
+55
1127
$549K 0.01%
43,060
+882
1128
$547K 0.01%
11,170
+903
1129
$545K 0.01%
15,153
-731
1130
$544K 0.01%
13,593
+957
1131
$544K 0.01%
19,761
1132
$544K 0.01%
1,938
-18
1133
$543K 0.01%
5,354
+121
1134
$541K 0.01%
16,082
+115
1135
$540K 0.01%
15,636
+624
1136
$539K 0.01%
1,785
+166
1137
$538K 0.01%
13,443
-937
1138
$538K 0.01%
36,950
+5
1139
$537K 0.01%
823
+40
1140
$535K 0.01%
5,804
-1,271
1141
$535K 0.01%
3,326
-1,440
1142
$535K 0.01%
34,990
-13,865
1143
$533K 0.01%
19,836
-4,511
1144
$533K 0.01%
6,459
-654
1145
$531K 0.01%
9,787
+268
1146
$531K 0.01%
5,146
-1,151
1147
$530K 0.01%
10,314
+799
1148
$530K 0.01%
1,687
-36
1149
$530K 0.01%
10,480
+45
1150
$528K 0.01%
6,964
-253
44 45
46
47 48