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
101
$2.02M 0.26%
140,810
+10,600
102
$2M 0.26%
33,582
+1,013
103
$1.95M 0.25%
38,160
+16,572
104
$1.92M 0.25%
35,620
+4,260
105
$1.91M 0.25%
16,037
+3,610
106
$1.91M 0.25%
29,902
+3,370
107
$1.9M 0.25%
62,917
+617
108
$1.9M 0.24%
34,388
+11,931
109
$1.87M 0.24%
36,763
+869
110
$1.86M 0.24%
25,634
-619
111
$1.84M 0.24%
66,299
-1,234
112
$1.81M 0.23%
20,340
+9,673
113
$1.81M 0.23%
22,668
+2,803
114
$1.73M 0.22%
20,689
+1,834
115
$1.69M 0.22%
25,303
+374
116
$1.62M 0.21%
16,058
+3,460
117
$1.61M 0.21%
29,826
+13,056
118
$1.58M 0.2%
11,597
+206
119
$1.58M 0.2%
106,402
+79,715
120
$1.58M 0.2%
18,065
-667
121
$1.57M 0.2%
22,772
-280
122
$1.56M 0.2%
30,303
+3,926
123
$1.55M 0.2%
7,866
-56
124
$1.55M 0.2%
19,352
+10,936
125
$1.53M 0.2%
49,033
-8,333
3 4
5
6 7