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
201
$857K 0.11%
11,534
+442
202
$852K 0.11%
9,911
+571
203
$847K 0.11%
2,867
-31
204
$846K 0.11%
14,976
+2,592
205
$844K 0.11%
18,901
+1,768
206
$843K 0.11%
18,002
+91
207
$825K 0.11%
14,289
-1,131
208
$819K 0.11%
9,584
-840
209
$817K 0.11%
47,816
-4,982
210
$810K 0.1%
4,044
-1,315
211
$809K 0.1%
9,337
+557
212
$807K 0.1%
735
+6
213
$805K 0.1%
4,963
-718
214
$799K 0.1%
41,970
+993
215
$789K 0.1%
17,397
-12,451
216
$783K 0.1%
15,396
+1,882
217
$777K 0.1%
6,883
+311
218
$764K 0.1%
8,386
+346
219
$761K 0.1%
7,089
-872
220
$754K 0.1%
18,830
+1,879
221
$750K 0.1%
77,113
+1,885
222
$748K 0.1%
13,993
+1,300
223
$747K 0.1%
6,520
+465
224
$739K 0.1%
6,471
+24
225
$737K 0.1%
36,888
+15,560
7 8
9
10 11