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
1626
$239K ﹤0.01%
10,925
-29,721
1627
$239K ﹤0.01%
+2,366
1628
$239K ﹤0.01%
+1,677
1629
$239K ﹤0.01%
8,314
1630
$238K ﹤0.01%
15,425
-4,845
1631
$238K ﹤0.01%
+5,900
1632
$238K ﹤0.01%
13,263
+1,097
1633
$238K ﹤0.01%
13,346
-348
1634
$238K ﹤0.01%
9,726
-302
1635
$235K ﹤0.01%
+8,751
1636
$235K ﹤0.01%
1,382
1637
$235K ﹤0.01%
10,145
-1,629
1638
$235K ﹤0.01%
+3,029
1639
$235K ﹤0.01%
6,043
-141
1640
$232K ﹤0.01%
+5,543
1641
$232K ﹤0.01%
+7,171
1642
$232K ﹤0.01%
22,010
-2,108
1643
$232K ﹤0.01%
944
+149
1644
$231K ﹤0.01%
+10,950
1645
$230K ﹤0.01%
8,088
-781
1646
$229K ﹤0.01%
7,233
-1,751
1647
$229K ﹤0.01%
4,449
+304
1648
$229K ﹤0.01%
4,674
+78
1649
$228K ﹤0.01%
92,321
-32,913
1650
$227K ﹤0.01%
7,706
+6
64 65
66
67 68