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
76
$2.72M 0.35%
50,520
+3,080
77
$2.72M 0.35%
55,401
+6,172
78
$2.71M 0.35%
149,445
-1,487
79
$2.71M 0.35%
103,136
+7,457
80
$2.71M 0.35%
40,185
-1,200
81
$2.62M 0.34%
19,915
+1,402
82
$2.52M 0.33%
22,628
+1,213
83
$2.51M 0.32%
21,809
+4,294
84
$2.37M 0.31%
32,688
-868
85
$2.37M 0.31%
14,000
+221
86
$2.34M 0.3%
120,764
+77,874
87
$2.31M 0.3%
9,458
+505
88
$2.3M 0.3%
48,623
+180
89
$2.27M 0.29%
78,267
+1,107
90
$2.27M 0.29%
24,489
-4,544
91
$2.23M 0.29%
40,766
+3,450
92
$2.21M 0.29%
48,826
+4,800
93
$2.2M 0.28%
136,952
+10,310
94
$2.16M 0.28%
27,985
+8,363
95
$2.16M 0.28%
76,875
+4,728
96
$2.15M 0.28%
138,998
-999
97
$2.14M 0.28%
44,534
-1,209
98
$2.13M 0.27%
15,991
+1,260
99
$2.08M 0.27%
5,855
-1,373
100
$2.06M 0.27%
55,974
+5,430
2 3
4
5 6