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
401
$280K 0.04%
4,014
-109
402
$280K 0.04%
5,664
-1,207
403
$280K 0.04%
5,551
+650
404
$279K 0.04%
47,825
-35
405
$276K 0.04%
2,098
+537
406
$274K 0.04%
6,146
407
$274K 0.04%
10,833
+1,960
408
$273K 0.04%
4,776
-190
409
$273K 0.04%
6,433
+1,138
410
$273K 0.04%
15,673
+2,710
411
$272K 0.04%
3,794
+252
412
$271K 0.03%
9,995
-53
413
$271K 0.03%
11,830
+1,010
414
$269K 0.03%
+2,986
415
$268K 0.03%
1,332
+214
416
$268K 0.03%
23,922
417
$267K 0.03%
+3,290
418
$266K 0.03%
+2,083
419
$263K 0.03%
+5,685
420
$261K 0.03%
3,800
+48
421
$259K 0.03%
21,076
+1,180
422
$258K 0.03%
5,509
-368
423
$258K 0.03%
+7,727
424
$257K 0.03%
9,031
425
$257K 0.03%
3,093
-21
15 16
17
18 19