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
376
$216K 0.04%
2,564
-100
377
$215K 0.04%
+4,676
378
$214K 0.04%
14,644
-2,714
379
$213K 0.04%
2,056
-680
380
$212K 0.04%
3,995
+12
381
$211K 0.04%
+3,785
382
$210K 0.04%
+4,790
383
$209K 0.04%
+8,995
384
$209K 0.04%
+6,971
385
$209K 0.04%
18,394
+300
386
$208K 0.04%
+9,991
387
$208K 0.04%
13,993
+650
388
$206K 0.04%
+3,100
389
$203K 0.04%
+8,768
390
$202K 0.04%
3,841
-1,204
391
$200K 0.04%
+3,381
392
$196K 0.04%
21,073
+8,019
393
$192K 0.04%
19,129
-2
394
$171K 0.03%
24,623
-960
395
$169K 0.03%
11,505
-11,270
396
$166K 0.03%
16,374
+990
397
$166K 0.03%
4,235
-1,240
398
$159K 0.03%
11,086
+685
399
$154K 0.03%
+10,444
400
$153K 0.03%
10,875
-650
13 14 15
16
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