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
$695M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.83M
3
+$3.47M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.81M
5
VTV icon
Vanguard Value ETF
VTV
+$2.7M

Top Sells

1
+$1.46M
2
+$1.14M
3
+$891K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$830K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$821K

Sector Composition

1 Technology 6.18%
2 Financials 4.38%
3 Industrials 3.91%
4 Healthcare 3.85%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$643K 0.09%
4,807
+505
227
$641K 0.09%
16,835
+174
228
$641K 0.09%
11,411
+460
229
$640K 0.09%
69,092
-160
230
$639K 0.09%
8,906
+1,380
231
$638K 0.09%
5,616
+415
232
$632K 0.09%
12,626
+781
233
$631K 0.09%
14,264
234
$631K 0.09%
9,358
+2,310
235
$625K 0.09%
9,176
-3,544
236
$624K 0.09%
26,101
+1,095
237
$621K 0.09%
6,249
+1,945
238
$607K 0.09%
5,805
-5,066
239
$607K 0.09%
5,328
+1,987
240
$606K 0.09%
20,221
+865
241
$597K 0.09%
26,722
+10,729
242
$596K 0.09%
7,255
-1,651
243
$595K 0.09%
6,646
+692
244
$595K 0.09%
5,089
+207
245
$591K 0.09%
15,440
+7,261
246
$588K 0.08%
16,110
-1,640
247
$585K 0.08%
46,281
+13,158
248
$581K 0.08%
10,455
+482
249
$577K 0.08%
10,818
-5,828
250
$573K 0.08%
43,379
+28,512
8 9
10
11 12