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
251
$619K 0.08%
7,250
+1,192
252
$613K 0.08%
4,868
-247
253
$612K 0.08%
6,060
+218
254
$611K 0.08%
5,706
-120
255
$606K 0.08%
7,646
+451
256
$605K 0.08%
59,603
-793
257
$600K 0.08%
+12,333
258
$587K 0.08%
5,818
+431
259
$586K 0.08%
42,861
+3,317
260
$580K 0.07%
7,227
+94
261
$579K 0.07%
8,350
-489
262
$575K 0.07%
4,066
+2,220
263
$574K 0.07%
6,251
+130
264
$572K 0.07%
5,538
+691
265
$571K 0.07%
10,664
-173
266
$567K 0.07%
4,888
+317
267
$560K 0.07%
7,865
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268
$556K 0.07%
41,912
+1,602
269
$555K 0.07%
77,322
+3,072
270
$553K 0.07%
7,178
-130
271
$552K 0.07%
20,756
+3,748
272
$547K 0.07%
24,489
-941
273
$544K 0.07%
15,965
+211
274
$542K 0.07%
1,686
+213
275
$538K 0.07%
10,202
-1,199
9 10
11
12 13