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
351
$354K 0.05%
+2,978
352
$352K 0.05%
8,587
353
$351K 0.05%
2,115
+140
354
$351K 0.05%
7,247
+3,009
355
$351K 0.05%
11,297
+871
356
$350K 0.05%
24,828
+1,160
357
$350K 0.05%
12,902
358
$349K 0.05%
6,633
+430
359
$349K 0.05%
3,920
-20
360
$349K 0.05%
5,361
+46
361
$345K 0.04%
2,823
-112
362
$344K 0.04%
5,858
+445
363
$342K 0.04%
11,454
-1,200
364
$341K 0.04%
92,294
365
$339K 0.04%
15,697
-431
366
$336K 0.04%
24,011
367
$335K 0.04%
+4,428
368
$333K 0.04%
4,723
+64
369
$332K 0.04%
6,561
-3,975
370
$331K 0.04%
32,645
+2,314
371
$329K 0.04%
6,344
+1,035
372
$326K 0.04%
12,863
+3,745
373
$324K 0.04%
5,449
-310
374
$324K 0.04%
2,398
-267
375
$323K 0.04%
35,842
+1,277
13 14
15
16 17