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
151
$967K 0.18%
13,866
+1,148
152
$961K 0.18%
55,272
-960
153
$951K 0.17%
13,005
-583
154
$944K 0.17%
11,243
+818
155
$944K 0.17%
7,879
+110
156
$943K 0.17%
6,145
+1,092
157
$928K 0.17%
17,750
+6,522
158
$926K 0.17%
5,988
+1,949
159
$919K 0.17%
4,179
+201
160
$898K 0.16%
11,486
-567
161
$895K 0.16%
12,164
+151
162
$893K 0.16%
19,929
-954
163
$878K 0.16%
14,352
-643
164
$874K 0.16%
22,781
-2,370
165
$856K 0.16%
6,943
-331
166
$841K 0.15%
27,299
-2,122
167
$831K 0.15%
48,359
-2,480
168
$826K 0.15%
8,162
-131
169
$818K 0.15%
7,184
+193
170
$814K 0.15%
+16,028
171
$814K 0.15%
23,354
+4,453
172
$812K 0.15%
12,678
+653
173
$810K 0.15%
83,582
-5,850
174
$810K 0.15%
16,965
+586
175
$804K 0.15%
5,200
+317
5 6
7
8 9