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
176
$8.63M 0.12%
69,938
+64,329
177
$8.61M 0.12%
89,169
-40,744
178
$8.57M 0.12%
34,017
-215
179
$8.51M 0.12%
334,848
+814
180
$8.48M 0.12%
160,468
-49,564
181
$8.47M 0.12%
180,203
-45,711
182
$8.46M 0.12%
393,540
+49,224
183
$8.45M 0.12%
9,233
-15
184
$8.39M 0.12%
160,825
+9,356
185
$8.32M 0.12%
126,411
+62,548
186
$8.28M 0.12%
33,573
-1,227
187
$8.24M 0.12%
94,458
+2,620
188
$8.23M 0.12%
80,053
+2,565
189
$8.18M 0.12%
24,015
+967
190
$8.18M 0.12%
134,461
+9,403
191
$8.18M 0.12%
264,063
+179,672
192
$8.16M 0.12%
275,376
+34,902
193
$8.12M 0.12%
166,292
+44,628
194
$8.12M 0.12%
38,948
+652
195
$8.04M 0.12%
76,612
+7,139
196
$8.01M 0.11%
59,890
-22,732
197
$7.93M 0.11%
119,565
+3
198
$7.91M 0.11%
116,409
-37,071
199
$7.9M 0.11%
77,787
+63,355
200
$7.9M 0.11%
74,346
+25,577
6 7
8
9 10