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
1326
$397K 0.01%
15,020
+4,594
1327
$396K 0.01%
18,840
+24
1328
$392K 0.01%
24,684
1329
$391K 0.01%
8,968
-1,117
1330
$391K 0.01%
5,625
+802
1331
$390K 0.01%
13,980
-903
1332
$390K 0.01%
7,109
+1,172
1333
$390K 0.01%
2,498
+276
1334
$389K 0.01%
+7,823
1335
$389K 0.01%
2,136
+100
1336
$388K 0.01%
8,211
-1,856
1337
$387K 0.01%
5,828
+1,832
1338
$385K 0.01%
17,221
+6,039
1339
$384K 0.01%
5,352
+511
1340
$384K 0.01%
+2,793
1341
$384K 0.01%
52,226
-5,742
1342
$382K 0.01%
+11,110
1343
$381K 0.01%
4,541
+41
1344
$381K 0.01%
+10,953
1345
$381K 0.01%
+6,826
1346
$381K 0.01%
4,601
+162
1347
$380K 0.01%
2,133
+108
1348
$380K 0.01%
25,238
+262
1349
$380K 0.01%
4,053
-40
1350
$379K 0.01%
10,927
+2,219
52 53
54
55 56