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
326
$291K 0.05%
5,872
+106
327
$291K 0.05%
4,507
-259
328
$282K 0.05%
14,790
+3,200
329
$280K 0.05%
+15,810
330
$280K 0.05%
2,455
+217
331
$279K 0.05%
14,447
-5,448
332
$277K 0.05%
88,790
+8,300
333
$272K 0.05%
14,781
-60
334
$272K 0.05%
1,653
+280
335
$271K 0.05%
18,280
+500
336
$269K 0.05%
+10,156
337
$269K 0.05%
6,895
+783
338
$264K 0.05%
1,418
-356
339
$261K 0.05%
5,452
+300
340
$253K 0.05%
18,275
+2,841
341
$253K 0.05%
18,011
342
$252K 0.05%
14,075
+1
343
$251K 0.05%
+3,428
344
$249K 0.05%
5,090
-3,355
345
$247K 0.05%
4,068
+155
346
$245K 0.05%
3,530
+100
347
$245K 0.05%
4,650
348
$245K 0.05%
1,967
-741
349
$244K 0.04%
32,693
+15,330
350
$243K 0.04%
3,167
+4
12 13
14
15 16