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
376
$323K 0.04%
13,442
+1,165
377
$321K 0.04%
6,468
-371
378
$314K 0.04%
+10,325
379
$312K 0.04%
1,613
+166
380
$311K 0.04%
5,200
381
$311K 0.04%
+5,090
382
$310K 0.04%
4,654
+153
383
$302K 0.04%
1,633
+154
384
$301K 0.04%
6,161
385
$300K 0.04%
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-696
386
$299K 0.04%
2,789
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387
$298K 0.04%
7,614
+1,749
388
$296K 0.04%
2,401
-193
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$295K 0.04%
6,889
+1,376
390
$295K 0.04%
32,582
-10,660
391
$289K 0.04%
18,309
-2,999
392
$288K 0.04%
11,375
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393
$287K 0.04%
+2,590
394
$287K 0.04%
5,873
-1,170
395
$287K 0.04%
20,224
+1,130
396
$285K 0.04%
8,026
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397
$285K 0.04%
7,209
+76
398
$282K 0.04%
1,858
+143
399
$282K 0.04%
+3,204
400
$281K 0.04%
5,842
+125
14 15
16
17 18