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
201
$648K 0.12%
8,947
+765
202
$646K 0.12%
3,465
-137
203
$644K 0.12%
11,782
-999
204
$644K 0.12%
7,149
-88
205
$639K 0.12%
4,104
+40
206
$637K 0.12%
3,677
+213
207
$637K 0.12%
21,398
+2,198
208
$632K 0.12%
5,990
-38
209
$631K 0.12%
25,760
+145
210
$630K 0.12%
9,453
+446
211
$627K 0.12%
5,134
+828
212
$621K 0.11%
8,687
-1,497
213
$618K 0.11%
6,084
-1,633
214
$613K 0.11%
+29,005
215
$607K 0.11%
10,586
-322
216
$606K 0.11%
10,217
+520
217
$600K 0.11%
10,752
+5,000
218
$593K 0.11%
7,676
+616
219
$584K 0.11%
30,410
-13,690
220
$568K 0.1%
10,916
221
$566K 0.1%
11,643
+1,974
222
$565K 0.1%
9,499
+57
223
$564K 0.1%
12,798
-3,051
224
$563K 0.1%
6,156
+426
225
$562K 0.1%
6,694
-133
7 8
9
10 11