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
276
$394K 0.07%
4,555
-247
277
$392K 0.07%
7,582
-2,835
278
$392K 0.07%
60,000
-45,000
279
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280
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2,607
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281
$388K 0.07%
7,832
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282
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4,156
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283
$387K 0.07%
6,304
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284
$381K 0.07%
6,967
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285
$380K 0.07%
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286
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6,820
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287
$372K 0.07%
7,286
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288
$369K 0.07%
40,029
-4,850
289
$369K 0.07%
7,033
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290
$352K 0.06%
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291
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292
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295
$348K 0.06%
2,706
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296
$346K 0.06%
+2,550
297
$344K 0.06%
4,110
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298
$344K 0.06%
8,644
-1,420
299
$344K 0.06%
2,370
+3
300
$340K 0.06%
5,696
+24
10 11
12
13 14