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
1226
$465K 0.01%
1,647
+114
1227
$463K 0.01%
7,646
+1,331
1228
$462K 0.01%
17,349
+4,375
1229
$462K 0.01%
9,578
+1,910
1230
$461K 0.01%
57,429
+30,842
1231
$460K 0.01%
38,601
+27,612
1232
$460K 0.01%
+18,350
1233
$460K 0.01%
9,986
+721
1234
$459K 0.01%
1,482
+489
1235
$459K 0.01%
4,755
+1
1236
$459K 0.01%
4,324
-38
1237
$459K 0.01%
1,885
+71
1238
$458K 0.01%
+5,876
1239
$457K 0.01%
28,035
+728
1240
$456K 0.01%
8,161
-48
1241
$454K 0.01%
6,063
+350
1242
$453K 0.01%
3,862
-512
1243
$453K 0.01%
1,709
-58
1244
$452K 0.01%
19,179
-1,863
1245
$451K 0.01%
+2,712
1246
$451K 0.01%
111,468
+1,750
1247
$450K 0.01%
7,251
+146
1248
$449K 0.01%
2,486
-186
1249
$447K 0.01%
2,145
+4
1250
$447K 0.01%
7,820
+1,908
48 49
50
51 52