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
1651
$225K ﹤0.01%
+3,710
1652
$225K ﹤0.01%
2,818
-113
1653
$225K ﹤0.01%
514
-44
1654
$224K ﹤0.01%
6,219
-188
1655
$224K ﹤0.01%
64,807
-7,369
1656
$224K ﹤0.01%
2,617
-519
1657
$223K ﹤0.01%
4,853
-2,072
1658
$223K ﹤0.01%
+3,172
1659
$223K ﹤0.01%
+4,962
1660
$222K ﹤0.01%
1,956
-43
1661
$222K ﹤0.01%
4,056
-11
1662
$222K ﹤0.01%
+6,741
1663
$222K ﹤0.01%
4,069
1664
$222K ﹤0.01%
+3,147
1665
$221K ﹤0.01%
4,645
-4,155
1666
$221K ﹤0.01%
+4,099
1667
$221K ﹤0.01%
+5,809
1668
$221K ﹤0.01%
5,125
-1,150
1669
$221K ﹤0.01%
+1,465
1670
$221K ﹤0.01%
+8,080
1671
$220K ﹤0.01%
2,526
-1,422
1672
$220K ﹤0.01%
3,479
-1,138
1673
$219K ﹤0.01%
1,875
-175
1674
$219K ﹤0.01%
+3,105
1675
$219K ﹤0.01%
+4,993
65 66
67
68 69