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
301
$480K 0.06%
9,590
-1,129
302
$478K 0.06%
31,999
-1,228
303
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8,063
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304
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305
$474K 0.06%
10,051
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306
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307
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309
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7,952
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310
$465K 0.06%
12,125
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311
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11,160
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312
$459K 0.06%
6,112
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313
$457K 0.06%
31,515
+4,079
314
$451K 0.06%
5,486
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315
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316
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317
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321
$438K 0.06%
10,735
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322
$430K 0.06%
4,239
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323
$421K 0.05%
2,048
-67
324
$421K 0.05%
23,853
-345
325
$419K 0.05%
4,822
+1,394
11 12
13
14 15