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
51
$3.65M 0.47%
59,720
-1,281
52
$3.61M 0.47%
63,998
+4,312
53
$3.55M 0.46%
18,362
+334
54
$3.5M 0.45%
82,206
+10,073
55
$3.44M 0.44%
31,369
+3,615
56
$3.42M 0.44%
12,942
-288
57
$3.41M 0.44%
43,730
+4,135
58
$3.37M 0.43%
51,723
+32,030
59
$3.32M 0.43%
16,032
+240
60
$3.32M 0.43%
17,840
+191
61
$3.24M 0.42%
139,245
-15,820
62
$3.21M 0.41%
42,735
+620
63
$3.17M 0.41%
18,293
+843
64
$3.13M 0.4%
15,097
+1,879
65
$3.11M 0.4%
83,904
+2,385
66
$3.1M 0.4%
37,272
+1,276
67
$3.02M 0.39%
43,534
+6,496
68
$3M 0.39%
204,994
-1,269
69
$2.96M 0.38%
130,793
+5,812
70
$2.95M 0.38%
23,778
-1,220
71
$2.93M 0.38%
44,600
+5,618
72
$2.88M 0.37%
35,675
+1,719
73
$2.81M 0.36%
7,715
+2,842
74
$2.79M 0.36%
48,493
-1,646
75
$2.76M 0.36%
67,302
+2,021
1 2
3
4 5