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
476
$213K 0.03%
+3,604
477
$213K 0.03%
+6,434
478
$212K 0.03%
8,595
479
$210K 0.03%
1,778
+82
480
$209K 0.03%
+1,329
481
$209K 0.03%
2,070
+1
482
$209K 0.03%
5,241
-265
483
$208K 0.03%
1,335
-2,403
484
$207K 0.03%
+7,453
485
$206K 0.03%
+2,400
486
$204K 0.03%
+109
487
$204K 0.03%
7,108
-84
488
$204K 0.03%
6,822
-144
489
$204K 0.03%
10,948
-1,000
490
$203K 0.03%
+2,197
491
$202K 0.03%
+8,929
492
$201K 0.03%
3,878
-517
493
$201K 0.03%
+3,033
494
$200K 0.03%
13,207
-1,039
495
$187K 0.02%
11,673
-2,642
496
$185K 0.02%
11,668
+312
497
$182K 0.02%
29,669
+1,060
498
$180K 0.02%
15,241
+74
499
$178K 0.02%
11,605
-200
500
$176K 0.02%
+11,171
18 19
20
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