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
426
$256K 0.03%
+4,090
427
$256K 0.03%
+4,245
428
$255K 0.03%
8,478
-200
429
$253K 0.03%
9,296
+358
430
$253K 0.03%
2,766
+186
431
$252K 0.03%
27,646
+9
432
$252K 0.03%
5,493
+1,050
433
$250K 0.03%
5,229
434
$250K 0.03%
9,588
-2,154
435
$247K 0.03%
10,880
+400
436
$246K 0.03%
2,375
+264
437
$246K 0.03%
+402
438
$244K 0.03%
+2,500
439
$240K 0.03%
9,683
440
$239K 0.03%
1,368
-564
441
$238K 0.03%
+5,218
442
$236K 0.03%
1,156
-4
443
$236K 0.03%
12,684
+2,539
444
$236K 0.03%
+2,464
445
$235K 0.03%
7,000
446
$234K 0.03%
+1,182
447
$234K 0.03%
3,810
+180
448
$231K 0.03%
2,856
+9
449
$230K 0.03%
+1,863
450
$229K 0.03%
5,855
-1,220
16 17
18
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