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
176
$1.01M 0.13%
11,276
-99
177
$995K 0.13%
11,865
+1,075
178
$994K 0.13%
5,540
-4
179
$981K 0.13%
19,207
+1,250
180
$981K 0.13%
17,190
-6,159
181
$980K 0.13%
11,616
+1,765
182
$977K 0.13%
5,622
+10
183
$969K 0.12%
8,340
+205
184
$956K 0.12%
+7,187
185
$940K 0.12%
14,807
-680
186
$934K 0.12%
12,881
-336
187
$930K 0.12%
6,461
+401
188
$921K 0.12%
8,412
-2,291
189
$918K 0.12%
13,842
+2,847
190
$914K 0.12%
15,222
-21,732
191
$906K 0.12%
28,322
+8,357
192
$903K 0.12%
16,163
+1,850
193
$899K 0.12%
5,492
+149
194
$899K 0.12%
17,763
+2,509
195
$888K 0.11%
15,006
+2,298
196
$872K 0.11%
11,266
-994
197
$869K 0.11%
22,129
+3,096
198
$865K 0.11%
27,874
+1,550
199
$861K 0.11%
16,751
+1,108
200
$857K 0.11%
27,136
+4,399
6 7
8
9 10