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
351
$336K 0.05%
2,235
+230
352
$334K 0.05%
+711
353
$334K 0.05%
11,597
+1,808
354
$331K 0.05%
22,000
-770
355
$329K 0.05%
38,905
+2,006
356
$324K 0.05%
2,459
+281
357
$321K 0.05%
7,595
-1,368
358
$321K 0.05%
4,711
+207
359
$319K 0.05%
2,108
+183
360
$319K 0.05%
+5,903
361
$316K 0.05%
6,647
+922
362
$315K 0.05%
+4,952
363
$314K 0.05%
993
+232
364
$314K 0.05%
24,236
+7,850
365
$312K 0.04%
6,371
+163
366
$312K 0.04%
37,175
+9,700
367
$311K 0.04%
5,917
+4
368
$307K 0.04%
24,011
+7,782
369
$306K 0.04%
24,025
+7,632
370
$305K 0.04%
6,461
+639
371
$295K 0.04%
2,016
+71
372
$295K 0.04%
6,262
+1,362
373
$293K 0.04%
6,919
+427
374
$291K 0.04%
2,887
+122
375
$288K 0.04%
13,251
-11,401
13 14
15
16 17