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
1801
$92K ﹤0.01%
15,452
+1,257
1802
$92K ﹤0.01%
11,373
+550
1803
$89K ﹤0.01%
+570
1804
$87K ﹤0.01%
16,717
+677
1805
$83K ﹤0.01%
11,703
+1,479
1806
$83K ﹤0.01%
21,159
+2,425
1807
$80K ﹤0.01%
29,128
+2,887
1808
$78K ﹤0.01%
13,800
1809
$75K ﹤0.01%
15,610
1810
$75K ﹤0.01%
3,293
-313
1811
$72K ﹤0.01%
+15,139
1812
$72K ﹤0.01%
12,235
+40
1813
$72K ﹤0.01%
1,856
1814
$71K ﹤0.01%
10,000
1815
$71K ﹤0.01%
+14,500
1816
$71K ﹤0.01%
19,130
+906
1817
$68K ﹤0.01%
4,000
1818
$67K ﹤0.01%
101,100
+5,500
1819
$66K ﹤0.01%
12,048
-2,168
1820
$63K ﹤0.01%
35
+8
1821
$62K ﹤0.01%
16,185
+3,505
1822
$62K ﹤0.01%
4,189
-1,179
1823
$56K ﹤0.01%
18,274
-35
1824
$55K ﹤0.01%
11,791
+187
1825
$50K ﹤0.01%
+12,770
71 72
73
74 75