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
1676
$219K ﹤0.01%
25,286
+2,877
1677
$218K ﹤0.01%
+858
1678
$218K ﹤0.01%
6,532
-33
1679
$218K ﹤0.01%
21,890
+6,890
1680
$218K ﹤0.01%
+1,083
1681
$218K ﹤0.01%
+5,557
1682
$218K ﹤0.01%
11,400
+724
1683
$218K ﹤0.01%
+6,308
1684
$216K ﹤0.01%
18,417
+1,745
1685
$216K ﹤0.01%
12,620
+1,046
1686
$216K ﹤0.01%
+1,046
1687
$216K ﹤0.01%
+7,891
1688
$216K ﹤0.01%
+1,216
1689
$216K ﹤0.01%
9,349
-43
1690
$216K ﹤0.01%
+3,773
1691
$215K ﹤0.01%
+11,124
1692
$215K ﹤0.01%
+2,382
1693
$214K ﹤0.01%
2,211
-985
1694
$214K ﹤0.01%
3,748
-24
1695
$214K ﹤0.01%
+1,439
1696
$214K ﹤0.01%
3,241
-17
1697
$213K ﹤0.01%
14,064
+2,369
1698
$213K ﹤0.01%
+10,271
1699
$213K ﹤0.01%
+9,407
1700
$213K ﹤0.01%
+5,204
66 67
68
69 70