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
326
$417K 0.05%
2,415
+438
327
$414K 0.05%
8,230
-944
328
$411K 0.05%
11,350
+75
329
$410K 0.05%
8,785
+271
330
$409K 0.05%
19,542
+921
331
$408K 0.05%
13,037
-1,463
332
$404K 0.05%
6,054
+1,507
333
$401K 0.05%
3,944
+82
334
$397K 0.05%
19,093
+13
335
$392K 0.05%
3,972
-117
336
$391K 0.05%
27,870
+2,125
337
$391K 0.05%
40,475
+900
338
$390K 0.05%
18,740
-320
339
$388K 0.05%
17,124
+1,454
340
$383K 0.05%
+953
341
$374K 0.05%
6,506
+662
342
$374K 0.05%
1,642
+76
343
$371K 0.05%
+4,204
344
$370K 0.05%
6,995
+59
345
$369K 0.05%
2,227
+180
346
$366K 0.05%
24,645
+5,400
347
$360K 0.05%
4,409
+134
348
$358K 0.05%
26,790
-160
349
$357K 0.05%
+3,459
350
$357K 0.05%
6,506
-98
12 13
14
15 16