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
1251
$446K 0.01%
10,994
+777
1252
$446K 0.01%
1,800
1253
$446K 0.01%
13,824
-8,160
1254
$446K 0.01%
8,731
-1,580
1255
$446K 0.01%
18,204
+3,084
1256
$445K 0.01%
23,619
+3,136
1257
$444K 0.01%
119,628
+71,224
1258
$443K 0.01%
7,659
+2,921
1259
$443K 0.01%
47,382
-952
1260
$441K 0.01%
12,000
1261
$440K 0.01%
5,258
-349
1262
$439K 0.01%
9,220
-30,610
1263
$439K 0.01%
+7,963
1264
$438K 0.01%
6,300
+2,223
1265
$437K 0.01%
7,778
-4,415
1266
$437K 0.01%
17,725
-1,111
1267
$436K 0.01%
13,530
-490
1268
$436K 0.01%
6,832
-250
1269
$434K 0.01%
24,306
+3,280
1270
$431K 0.01%
4,096
+1
1271
$431K 0.01%
3,076
+97
1272
$431K 0.01%
9,906
-6,312
1273
$431K 0.01%
4,506
+2,305
1274
$430K 0.01%
18,960
-23,454
1275
$430K 0.01%
4,550
-144
49 50
51
52 53