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
451
$229K 0.03%
68
-18
452
$228K 0.03%
+9,581
453
$228K 0.03%
+3,885
454
$228K 0.03%
4,513
-267
455
$228K 0.03%
+4,561
456
$227K 0.03%
7,768
-258
457
$226K 0.03%
+8,828
458
$225K 0.03%
4,624
459
$225K 0.03%
+1,916
460
$225K 0.03%
+1,395
461
$224K 0.03%
3,247
-55
462
$223K 0.03%
788
-210
463
$223K 0.03%
+1,469
464
$223K 0.03%
+3,861
465
$222K 0.03%
1,381
+73
466
$219K 0.03%
+4,065
467
$219K 0.03%
10,065
-1,480
468
$217K 0.03%
5,856
469
$217K 0.03%
+4,336
470
$216K 0.03%
12,858
+146
471
$215K 0.03%
+1,351
472
$215K 0.03%
2,336
+122
473
$214K 0.03%
1,973
+53
474
$213K 0.03%
+4,906
475
$213K 0.03%
5,322
-1,746
17 18
19
20 21