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
$545M
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.25M
3
+$3.98M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.48M

Top Sells

1
+$1.39M
2
+$1.27M
3
+$1.01M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$787K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$785K

Sector Composition

1 Technology 5.15%
2 Consumer Discretionary 4.85%
3 Industrials 4.46%
4 Financials 4.06%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$559K 0.1%
10,223
-442
227
$557K 0.1%
5,340
-400
228
$550K 0.1%
14,264
229
$544K 0.1%
7,350
+878
230
$544K 0.1%
4,300
-23
231
$534K 0.1%
+34,469
232
$529K 0.1%
3,003
+62
233
$529K 0.1%
7,741
-1,051
234
$528K 0.1%
4,957
+467
235
$517K 0.09%
10,139
+1,728
236
$515K 0.09%
2,557
-124
237
$512K 0.09%
4,786
238
$509K 0.09%
12,724
+759
239
$506K 0.09%
10,582
-1,884
240
$506K 0.09%
7,215
+693
241
$501K 0.09%
704
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242
$500K 0.09%
2,464
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243
$500K 0.09%
4,651
+304
244
$498K 0.09%
3,416
-30
245
$495K 0.09%
15,531
+786
246
$492K 0.09%
6,492
+492
247
$472K 0.09%
3,585
248
$472K 0.09%
22,926
-22
249
$471K 0.09%
+6,671
250
$465K 0.09%
9,508
+687
8 9
10
11 12