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
251
$572K 0.08%
23,202
+12,711
252
$570K 0.08%
7,395
+659
253
$565K 0.08%
7,762
-5,661
254
$558K 0.08%
720
+19
255
$558K 0.08%
10,917
+1,702
256
$556K 0.08%
6,929
+3,967
257
$555K 0.08%
9,420
+3,019
258
$528K 0.08%
10,102
-814
259
$526K 0.08%
6,770
-279
260
$526K 0.08%
11,440
+1,455
261
$525K 0.08%
13,436
+5,002
262
$519K 0.07%
2,549
+14
263
$518K 0.07%
4,274
-135
264
$510K 0.07%
+9,470
265
$506K 0.07%
40,979
+7,654
266
$505K 0.07%
51,525
+11,496
267
$504K 0.07%
5,042
+450
268
$502K 0.07%
1,899
-47
269
$501K 0.07%
7,165
+2,744
270
$495K 0.07%
33,302
+4,558
271
$495K 0.07%
6,233
+243
272
$493K 0.07%
+28,587
273
$493K 0.07%
39,294
+9,738
274
$482K 0.07%
3,312
+355
275
$471K 0.07%
15,192
+2,257
9 10
11
12 13