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
51
$2.82M 0.52%
54,821
+46,054
52
$2.82M 0.52%
43,703
-245
53
$2.81M 0.52%
17,481
+9,295
54
$2.78M 0.51%
52,634
-3,948
55
$2.72M 0.5%
33,346
+1,698
56
$2.71M 0.5%
34,148
-3,736
57
$2.7M 0.5%
81,969
+5,547
58
$2.56M 0.47%
72,229
-418
59
$2.55M 0.47%
67,010
-1,012
60
$2.47M 0.45%
38,588
+11,921
61
$2.44M 0.45%
22,687
-944
62
$2.43M 0.45%
44,498
-3,042
63
$2.4M 0.44%
18,619
+1,243
64
$2.36M 0.43%
12,474
+896
65
$2.17M 0.4%
14,787
+198
66
$2.12M 0.39%
25,390
-7,189
67
$2.05M 0.38%
38,780
+5,741
68
$2.04M 0.38%
124,221
+458
69
$2.03M 0.37%
33,121
+829
70
$2.01M 0.37%
27,084
+2,942
71
$2M 0.37%
5,814
+371
72
$1.98M 0.36%
30,875
+9,073
73
$1.97M 0.36%
61,889
+35,569
74
$1.95M 0.36%
21,231
-898
75
$1.94M 0.36%
27,280
-27
1 2
3
4 5