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
301
$422K 0.06%
6,632
+796
302
$420K 0.06%
5,227
+381
303
$417K 0.06%
2,751
-135
304
$416K 0.06%
11,319
-52
305
$416K 0.06%
12,435
+5,364
306
$410K 0.06%
4,032
+13
307
$410K 0.06%
+6,091
308
$408K 0.06%
9,442
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309
$402K 0.06%
9,928
+978
310
$401K 0.06%
+5,693
311
$400K 0.06%
16,146
+29
312
$397K 0.06%
+6,860
313
$396K 0.06%
2,631
-89
314
$396K 0.06%
20,562
+1,371
315
$392K 0.06%
+6,219
316
$391K 0.06%
7,393
+115
317
$390K 0.06%
4,436
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318
$389K 0.06%
16,490
+2,316
319
$389K 0.06%
4,984
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320
$388K 0.06%
13,794
-1,000
321
$386K 0.06%
92,294
+3,915
322
$386K 0.06%
1,857
+558
323
$384K 0.06%
11,922
+880
324
$382K 0.06%
7,279
+190
325
$382K 0.06%
2,800
+636
11 12
13
14 15