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
301
$340K 0.06%
3,332
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302
$339K 0.06%
4,568
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303
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304
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11,824
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306
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6,150
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307
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308
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309
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12,564
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310
$321K 0.06%
10,197
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311
$315K 0.06%
6,194
+1,181
312
$315K 0.06%
3,008
+1
313
$313K 0.06%
12,994
+1,657
314
$311K 0.06%
8,869
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315
$310K 0.06%
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6,154
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317
$307K 0.06%
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-1,020
318
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17,940
-1,128
319
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2,871
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320
$301K 0.06%
5,006
+1,162
321
$300K 0.06%
+7,653
322
$298K 0.05%
6,000
323
$295K 0.05%
6,232
+722
324
$294K 0.05%
10,542
+824
325
$291K 0.05%
3,446
-1,130
11 12
13
14 15