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
126
$1.13M 0.21%
10,681
+306
127
$1.13M 0.21%
33,453
-507
128
$1.11M 0.2%
8,473
+1,074
129
$1.1M 0.2%
47,238
-562
130
$1.09M 0.2%
79,070
-5,489
131
$1.09M 0.2%
34,234
+1,992
132
$1.08M 0.2%
3,379
-3
133
$1.08M 0.2%
25,424
+1,534
134
$1.07M 0.2%
19,885
-1,275
135
$1.06M 0.2%
22,615
+5,706
136
$1.06M 0.19%
9,280
+314
137
$1.05M 0.19%
16,162
-125
138
$1.05M 0.19%
12,233
+869
139
$1.01M 0.19%
18,432
+3,212
140
$1.01M 0.19%
17,675
+1,706
141
$1.01M 0.19%
6,780
+335
142
$1M 0.18%
16,757
+2,656
143
$997K 0.18%
16,549
+233
144
$994K 0.18%
19,614
145
$994K 0.18%
9,477
+966
146
$991K 0.18%
+16,532
147
$991K 0.18%
11,341
+803
148
$991K 0.18%
17,436
+1,273
149
$981K 0.18%
3,952
+201
150
$973K 0.18%
37,390
-4,956
4 5
6
7 8