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
276
$532K 0.07%
29,691
-420
277
$526K 0.07%
1,787
-602
278
$525K 0.07%
3,818
+896
279
$522K 0.07%
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280
$521K 0.07%
6,273
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281
$521K 0.07%
12,516
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282
$519K 0.07%
8,515
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283
$519K 0.07%
3,944
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284
$519K 0.07%
6,452
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285
$511K 0.07%
+17,536
286
$511K 0.07%
4,521
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287
$511K 0.07%
25,204
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288
$510K 0.07%
9,020
+1,832
289
$509K 0.07%
16,599
-1,775
290
$508K 0.07%
29,296
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291
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14,264
292
$504K 0.07%
26,983
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293
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294
$499K 0.06%
17,322
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295
$498K 0.06%
5,318
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296
$498K 0.06%
11,469
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297
$492K 0.06%
9,034
298
$489K 0.06%
3,481
+303
299
$486K 0.06%
8,605
+2,924
300
$481K 0.06%
8,157
+45
10 11
12
13 14