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
276
$467K 0.07%
7,766
+808
277
$466K 0.07%
+9,229
278
$466K 0.07%
5,141
+2,830
279
$463K 0.07%
7,809
-270
280
$463K 0.07%
11,024
+448
281
$462K 0.07%
6,172
+34
282
$462K 0.07%
8,375
-2,060
283
$459K 0.07%
4,440
-253
284
$454K 0.07%
4,027
+356
285
$453K 0.07%
14,700
+2,072
286
$449K 0.06%
1,917
+578
287
$446K 0.06%
2,204
+611
288
$445K 0.06%
6,194
-235
289
$442K 0.06%
+1,644
290
$440K 0.06%
13,707
-243
291
$438K 0.06%
15,872
292
$437K 0.06%
16,280
+171
293
$436K 0.06%
19,853
+111
294
$434K 0.06%
+6,848
295
$431K 0.06%
5,617
+2,132
296
$426K 0.06%
4,312
-4
297
$426K 0.06%
26,783
+5,850
298
$426K 0.06%
4,560
+544
299
$425K 0.06%
20,400
+2,250
300
$423K 0.06%
5,975
-1,027
10 11
12
13 14