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
176
$784K 0.14%
56,974
+469
177
$774K 0.14%
5,324
+731
178
$772K 0.14%
6,976
-3,059
179
$771K 0.14%
12,768
+8,186
180
$769K 0.14%
18,626
-1,046
181
$757K 0.14%
14,682
+808
182
$751K 0.14%
18,437
+12
183
$751K 0.14%
11,773
-124
184
$750K 0.14%
13,977
+1,504
185
$749K 0.14%
40,630
+7,170
186
$749K 0.14%
26,803
-949
187
$746K 0.14%
6,444
-734
188
$736K 0.14%
18,876
-1,632
189
$733K 0.13%
16,614
+962
190
$717K 0.13%
7,253
-102
191
$698K 0.13%
6,595
+1,365
192
$697K 0.13%
12,348
+807
193
$696K 0.13%
11,844
+781
194
$684K 0.13%
2,625
+224
195
$683K 0.13%
7,202
+2,022
196
$670K 0.12%
5,863
-138
197
$668K 0.12%
10,704
-450
198
$665K 0.12%
137,160
-14,960
199
$665K 0.12%
9,184
+1,344
200
$659K 0.12%
9,945
+470
6 7
8
9 10