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
126
$1.51M 0.2%
25,966
+1,021
127
$1.51M 0.19%
36,079
-2,067
128
$1.49M 0.19%
15,770
+3,317
129
$1.49M 0.19%
363,800
+11,840
130
$1.48M 0.19%
6,924
+108
131
$1.48M 0.19%
16,917
+1,074
132
$1.4M 0.18%
28,244
+1,106
133
$1.4M 0.18%
14,383
+2,359
134
$1.36M 0.17%
7,890
+96
135
$1.35M 0.17%
7,264
+371
136
$1.34M 0.17%
31,794
+9,453
137
$1.34M 0.17%
25,621
+6,363
138
$1.33M 0.17%
32,606
+5,593
139
$1.32M 0.17%
29,576
+980
140
$1.32M 0.17%
45,860
-1,860
141
$1.31M 0.17%
18,342
+288
142
$1.3M 0.17%
39,336
-3,564
143
$1.3M 0.17%
33,860
+3,397
144
$1.3M 0.17%
8,923
-846
145
$1.29M 0.17%
23,220
+85
146
$1.27M 0.16%
11,420
-465
147
$1.24M 0.16%
7,279
+163
148
$1.24M 0.16%
38,361
+21,940
149
$1.23M 0.16%
9,359
-21
150
$1.21M 0.16%
10,731
-577
4 5
6
7 8