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
251
$464K 0.09%
9,132
-143
252
$462K 0.08%
3,822
-25
253
$460K 0.08%
10,030
+207
254
$456K 0.08%
9,307
+254
255
$455K 0.08%
8,432
+454
256
$449K 0.08%
21,714
+6,270
257
$441K 0.08%
3,715
258
$438K 0.08%
12,351
259
$437K 0.08%
4,431
+204
260
$436K 0.08%
5,282
+174
261
$436K 0.08%
1,766
-2,405
262
$432K 0.08%
17,504
-1,565
263
$432K 0.08%
22,935
+896
264
$427K 0.08%
7,229
+137
265
$426K 0.08%
5,240
+56
266
$423K 0.08%
19,270
+11
267
$422K 0.08%
4,592
268
$416K 0.08%
25,100
+1,925
269
$411K 0.08%
5,666
+1,540
270
$411K 0.08%
6,126
-656
271
$410K 0.08%
15,859
+9
272
$404K 0.07%
6,639
-117
273
$403K 0.07%
6,235
+2
274
$402K 0.07%
28,256
-1,600
275
$401K 0.07%
+7,048
9 10
11
12 13