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
26
$3.94M 0.72%
85,748
+45,576
27
$3.88M 0.71%
56,777
+9,274
28
$3.83M 0.7%
44,567
+456
29
$3.73M 0.68%
98,120
+9,555
30
$3.67M 0.67%
68,721
+35,188
31
$3.63M 0.67%
160,020
-1,690
32
$3.58M 0.66%
20,226
+1,522
33
$3.54M 0.65%
153,878
+10,175
34
$3.52M 0.65%
23,095
+1,968
35
$3.5M 0.64%
+174,623
36
$3.41M 0.63%
162,881
-1,394
37
$3.35M 0.62%
11,372
-4,706
38
$3.33M 0.61%
39,764
-1,860
39
$3.23M 0.59%
33,387
+547
40
$3.19M 0.58%
26,239
+16,942
41
$3.18M 0.58%
32,213
+13,434
42
$3.13M 0.58%
67,961
-614
43
$3.04M 0.56%
24,171
-454
44
$3.04M 0.56%
53,319
+7,240
45
$3.03M 0.56%
22,848
+4,364
46
$2.99M 0.55%
51,056
-484
47
$2.9M 0.53%
170,182
+5,400
48
$2.88M 0.53%
194,048
+51,557
49
$2.85M 0.52%
121,996
+47,613
50
$2.85M 0.52%
20,752
+2,002
1
2
3 4 5