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
351
$243K 0.04%
+2,900
352
$242K 0.04%
+1,787
353
$242K 0.04%
+2,087
354
$241K 0.04%
5,510
+440
355
$241K 0.04%
+6,734
356
$240K 0.04%
+7,720
357
$237K 0.04%
3,622
-145
358
$236K 0.04%
3,769
-192
359
$234K 0.04%
8,381
-129
360
$234K 0.04%
2,599
-339
361
$234K 0.04%
6,735
362
$230K 0.04%
1,606
+1
363
$230K 0.04%
5,999
-96
364
$229K 0.04%
39,550
-1,850
365
$228K 0.04%
+1,561
366
$225K 0.04%
12,982
-1,685
367
$224K 0.04%
10,492
368
$220K 0.04%
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-255
369
$220K 0.04%
+2,966
370
$218K 0.04%
5,889
371
$218K 0.04%
7,493
-816
372
$217K 0.04%
1,845
+1
373
$217K 0.04%
6,710
-124
374
$217K 0.04%
2,706
-49
375
$217K 0.04%
1,163
+3
13 14
15
16 17