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
1201
$483K 0.01%
3,154
-135
1202
$481K 0.01%
53,550
-1,800
1203
$481K 0.01%
9,494
+1,000
1204
$481K 0.01%
15,849
-2,510
1205
$478K 0.01%
6,126
-469
1206
$478K 0.01%
6,328
+91
1207
$476K 0.01%
4,239
-152
1208
$476K 0.01%
+27,703
1209
$475K 0.01%
4,027
-100
1210
$475K 0.01%
5,110
-402
1211
$474K 0.01%
7,947
+3,839
1212
$474K 0.01%
18,444
+759
1213
$474K 0.01%
9,103
+514
1214
$473K 0.01%
27,959
-2,860
1215
$472K 0.01%
2,502
+215
1216
$470K 0.01%
18,122
+1,942
1217
$468K 0.01%
16,996
+566
1218
$468K 0.01%
40,507
+18,224
1219
$468K 0.01%
5,652
-524
1220
$467K 0.01%
265
+116
1221
$467K 0.01%
+1,548
1222
$466K 0.01%
20,429
+561
1223
$466K 0.01%
16,342
1224
$466K 0.01%
10,066
+694
1225
$466K 0.01%
6,651
-305
47 48
49
50 51