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
1376
$365K 0.01%
16,590
+2,875
1377
$364K 0.01%
770
-93
1378
$363K 0.01%
+25,644
1379
$362K 0.01%
5,299
+87
1380
$362K 0.01%
+16,617
1381
$362K 0.01%
11,755
1382
$361K 0.01%
3,056
+25
1383
$361K 0.01%
5,113
+1,569
1384
$361K 0.01%
5,333
+107
1385
$360K 0.01%
4,241
-991
1386
$360K 0.01%
+8,515
1387
$360K 0.01%
1,980
+9
1388
$360K 0.01%
11,430
1389
$359K 0.01%
22,165
+1,661
1390
$359K 0.01%
4,248
+496
1391
$358K 0.01%
44,583
-82
1392
$358K 0.01%
2,364
+1,580
1393
$357K 0.01%
1,930
-878
1394
$356K 0.01%
3,153
+115
1395
$355K 0.01%
5,307
-590
1396
$355K 0.01%
18,537
+610
1397
$354K 0.01%
13,331
+1,324
1398
$352K 0.01%
+6,996
1399
$352K 0.01%
10,805
+61
1400
$351K 0.01%
8,937
+3,150
54 55
56
57 58