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
1301
$411K 0.01%
5,960
+84
1302
$411K 0.01%
38,393
-1,721
1303
$411K 0.01%
4,834
+1,176
1304
$410K 0.01%
2,507
+222
1305
$410K 0.01%
17,707
+161
1306
$409K 0.01%
7,850
+510
1307
$408K 0.01%
7,699
+2,774
1308
$408K 0.01%
3,189
+303
1309
$408K 0.01%
14,369
+4,886
1310
$407K 0.01%
3,776
+114
1311
$406K 0.01%
10,968
+356
1312
$405K 0.01%
8,042
+1,265
1313
$404K 0.01%
3,679
+152
1314
$403K 0.01%
16,322
-22
1315
$403K 0.01%
2,208
-114
1316
$402K 0.01%
12,111
-284
1317
$402K 0.01%
6,708
-933
1318
$402K 0.01%
1,693
+6
1319
$401K 0.01%
11,352
+339
1320
$401K 0.01%
4,719
-65
1321
$401K 0.01%
12,042
-3,212
1322
$401K 0.01%
34,940
-16,161
1323
$399K 0.01%
5,640
+1,839
1324
$399K 0.01%
6,464
+750
1325
$398K 0.01%
1,777
-5
51 52
53
54 55