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
$776M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.52M
3
+$2.09M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$2.05M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.51M

Top Sells

1
+$1.52M
2
+$1.3M
3
+$1.2M
4
HON icon
Honeywell
HON
+$861K
5
CMA icon
Comerica
CMA
+$783K

Sector Composition

1 Technology 5.85%
2 Financials 4.06%
3 Healthcare 3.53%
4 Communication Services 3.51%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$731K 0.09%
20,729
+9,182
227
$699K 0.09%
6,147
+800
228
$694K 0.09%
12,870
-8,686
229
$688K 0.09%
13,956
-241
230
$684K 0.09%
12,476
+756
231
$684K 0.09%
14,392
+595
232
$684K 0.09%
23,414
+4,667
233
$680K 0.09%
26,472
+1,491
234
$677K 0.09%
10,273
+1,133
235
$674K 0.09%
6,070
-1,089
236
$670K 0.09%
8,899
-678
237
$670K 0.09%
29,929
-1,031
238
$669K 0.09%
9,886
+4,793
239
$667K 0.09%
48,217
+3,346
240
$665K 0.09%
6,188
+154
241
$661K 0.09%
2,491
+241
242
$658K 0.08%
3,141
-229
243
$657K 0.08%
47,995
-1,150
244
$656K 0.08%
26,718
+563
245
$650K 0.08%
44,350
+13,050
246
$649K 0.08%
2,437
+258
247
$649K 0.08%
16,715
+2,041
248
$636K 0.08%
17,598
+1,244
249
$629K 0.08%
8,131
+852
250
$625K 0.08%
12,643
-893
8 9
10
11 12