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
1176
$508K 0.01%
9,606
-17
1177
$506K 0.01%
21,999
-1,252
1178
$506K 0.01%
2,911
+231
1179
$501K 0.01%
4,081
+878
1180
$499K 0.01%
50,200
+1,900
1181
$496K 0.01%
4,357
-462
1182
$496K 0.01%
14,122
+3,231
1183
$495K 0.01%
23,207
-8,394
1184
$494K 0.01%
48,127
+1,694
1185
$494K 0.01%
11,913
+952
1186
$494K 0.01%
9,469
+9
1187
$493K 0.01%
15,824
+2,460
1188
$493K 0.01%
+5,751
1189
$492K 0.01%
4,839
+507
1190
$491K 0.01%
+37,582
1191
$491K 0.01%
17,122
-3,576
1192
$491K 0.01%
35,557
+106
1193
$489K 0.01%
+5,786
1194
$488K 0.01%
+2,878
1195
$488K 0.01%
9,450
-330
1196
$486K 0.01%
45,000
+1,000
1197
$485K 0.01%
28,972
+3,359
1198
$484K 0.01%
+4,210
1199
$484K 0.01%
+17,661
1200
$483K 0.01%
23,123
+2,926
46 47
48
49 50