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
1151
$528K 0.01%
2,330
-147
1152
$528K 0.01%
18,513
+2,296
1153
$527K 0.01%
5,078
-621
1154
$526K 0.01%
16,056
-1,041
1155
$526K 0.01%
19,380
1156
$526K 0.01%
33,594
+2,366
1157
$524K 0.01%
3,957
+1,046
1158
$524K 0.01%
+10,463
1159
$521K 0.01%
5,049
-7,409
1160
$520K 0.01%
28,809
-3,476
1161
$519K 0.01%
787
-43
1162
$518K 0.01%
+26,074
1163
$518K 0.01%
8,743
+336
1164
$518K 0.01%
17,388
-657
1165
$518K 0.01%
10,466
+3,673
1166
$517K 0.01%
2,189
+639
1167
$517K 0.01%
16,918
-1,144
1168
$515K 0.01%
17,888
+1,186
1169
$514K 0.01%
22,925
-72
1170
$510K 0.01%
+8,440
1171
$510K 0.01%
+8,072
1172
$509K 0.01%
13,603
+2,241
1173
$509K 0.01%
11,977
-1,400
1174
$509K 0.01%
16,137
-6,019
1175
$508K 0.01%
7,441
+55
45 46
47
48 49