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
151
$1.19M 0.15%
9,593
-1,167
152
$1.18M 0.15%
19,237
-197
153
$1.18M 0.15%
13,388
+849
154
$1.17M 0.15%
6,722
-4,932
155
$1.17M 0.15%
20,588
+29
156
$1.16M 0.15%
10,019
-35
157
$1.14M 0.15%
5,550
+173
158
$1.14M 0.15%
18,750
+11,965
159
$1.13M 0.15%
62,956
+2,784
160
$1.11M 0.14%
6,416
+193
161
$1.11M 0.14%
12,578
-15
162
$1.1M 0.14%
2,994
+5
163
$1.1M 0.14%
44,492
+15,063
164
$1.09M 0.14%
13,811
+747
165
$1.08M 0.14%
13,219
+232
166
$1.08M 0.14%
16,690
-102
167
$1.07M 0.14%
56,840
+4,370
168
$1.07M 0.14%
+25,091
169
$1.07M 0.14%
25,511
-2,762
170
$1.05M 0.14%
19,965
-2,704
171
$1.03M 0.13%
28,050
-7,210
172
$1.03M 0.13%
23,878
+3,246
173
$1.02M 0.13%
8,769
-5,581
174
$1.02M 0.13%
9,275
+6,247
175
$1.02M 0.13%
23,091
-484
5 6
7
8 9