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
76
$1.92M 0.35%
36,480
-14,900
77
$1.92M 0.35%
63,625
+1,769
78
$1.91M 0.35%
11,125
-28
79
$1.89M 0.35%
7,043
-2,408
80
$1.87M 0.34%
40,577
+692
81
$1.83M 0.34%
23,068
+4,038
82
$1.79M 0.33%
6
83
$1.78M 0.33%
67,659
+20,321
84
$1.76M 0.32%
31,121
+5,135
85
$1.74M 0.32%
58,754
+3,557
86
$1.74M 0.32%
15,514
+372
87
$1.74M 0.32%
32,862
+856
88
$1.73M 0.32%
50,412
-491
89
$1.69M 0.31%
10,716
+864
90
$1.69M 0.31%
6,911
+524
91
$1.66M 0.3%
132,908
-972
92
$1.63M 0.3%
29,479
+629
93
$1.6M 0.29%
31,626
+2,417
94
$1.57M 0.29%
9,102
+5,043
95
$1.55M 0.28%
55,704
+4,085
96
$1.54M 0.28%
71,028
+5,961
97
$1.52M 0.28%
17,415
+2,809
98
$1.5M 0.28%
18,677
+1,033
99
$1.48M 0.27%
81,363
+21,255
100
$1.45M 0.27%
12,665
+2,069
2 3
4
5 6