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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
+$17.7M
2
+$12.3M
3
+$9.98M
4
PCF
High Income Securities Fund
PCF
+$9.17M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.57M

Top Sells

1
+$9.42M
2
+$8.27M
3
+$7.22M
4
PGX icon
Invesco Preferred ETF
PGX
+$6.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.59M

Sector Composition

1 Technology 11.89%
2 Healthcare 5.58%
3 Financials 4.76%
4 Consumer Discretionary 4.7%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-6,873
1852
– –
-18,362
1853
– –
-8,859
1854
– –
-12,214
1855
– –
-1,256
1856
– –
-1,966
1857
– –
-2,308
1858
– –
-2,996
1859
– –
-10,100
1860
– –
-2,342
1861
– –
-34,851
1862
– –
-6,767
1863
– –
-1,350
1864
– –
-2,218
1865
– –
-21,505
1866
– –
-18,300
1867
– –
-3,984
1868
– –
-13,993
1869
– –
-5,148
1870
– –
-1,630
1871
– –
-1,673
1872
– –
-11,266
1873
– –
-8,259
1874
– –
-6,081
1875
– –
-8,524
73 74
75
76 77