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
101
$1.44M 0.26%
7,248
-27
102
$1.44M 0.26%
9,793
+867
103
$1.41M 0.26%
36,888
+7,792
104
$1.39M 0.26%
49,385
+11,579
105
$1.39M 0.25%
26,620
-60
106
$1.38M 0.25%
19,508
+6,720
107
$1.38M 0.25%
25,211
+8,661
108
$1.37M 0.25%
12,360
+3,171
109
$1.36M 0.25%
16,509
+2,337
110
$1.34M 0.25%
+25,981
111
$1.32M 0.24%
27,856
+6,158
112
$1.31M 0.24%
18,157
+3,266
113
$1.22M 0.22%
4,775
+250
114
$1.2M 0.22%
13,415
+1,765
115
$1.2M 0.22%
7,868
+1,361
116
$1.2M 0.22%
14,655
+1,191
117
$1.19M 0.22%
6,046
+511
118
$1.19M 0.22%
31,007
+1,328
119
$1.18M 0.22%
5,171
+558
120
$1.17M 0.22%
11,489
+1,264
121
$1.16M 0.21%
24,187
+7,931
122
$1.16M 0.21%
18,975
+5,467
123
$1.15M 0.21%
8,587
+268
124
$1.15M 0.21%
71,828
-3,251
125
$1.14M 0.21%
129,472
+32,736
3 4
5
6 7