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
1351
$379K 0.01%
6,311
+1,484
1352
$377K 0.01%
25,070
1353
$376K 0.01%
4,347
-414
1354
$376K 0.01%
19,950
-3,531
1355
$376K 0.01%
4,493
+2
1356
$376K 0.01%
123,000
-11,000
1357
$376K 0.01%
7,327
+35
1358
$376K 0.01%
+6,703
1359
$376K 0.01%
24,899
+3,540
1360
$375K 0.01%
7,068
+149
1361
$375K 0.01%
4,206
+1,205
1362
$374K 0.01%
+29,253
1363
$374K 0.01%
1,177
+143
1364
$374K 0.01%
7,961
+584
1365
$373K 0.01%
11,119
-4,626
1366
$373K 0.01%
4,372
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1367
$373K 0.01%
5,572
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$371K 0.01%
842
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1369
$371K 0.01%
6,092
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1370
$370K 0.01%
15,931
-761
1371
$369K 0.01%
13,375
+150
1372
$369K 0.01%
4,619
+75
1373
$369K 0.01%
8,744
-4,199
1374
$367K 0.01%
10,947
-97
1375
$366K 0.01%
1,435
-671
53 54
55
56 57