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
376
$288K 0.04%
+5,200
377
$287K 0.04%
11,687
+1,642
378
$285K 0.04%
25,771
+3,597
379
$283K 0.04%
+3,172
380
$281K 0.04%
7,184
+247
381
$281K 0.04%
4,502
+563
382
$280K 0.04%
3,661
+102
383
$279K 0.04%
7,465
-175
384
$279K 0.04%
5,298
+918
385
$278K 0.04%
12,321
-1,031
386
$274K 0.04%
29,108
+8,731
387
$273K 0.04%
+1,710
388
$272K 0.04%
+4,099
389
$272K 0.04%
7,355
+555
390
$271K 0.04%
12,942
+1,550
391
$270K 0.04%
28,345
+2,591
392
$268K 0.04%
9,419
+577
393
$268K 0.04%
+11,318
394
$268K 0.04%
+5,018
395
$267K 0.04%
6,595
+750
396
$266K 0.04%
10,377
+536
397
$266K 0.04%
+3,635
398
$264K 0.04%
20,018
+8,200
399
$260K 0.04%
+4,192
400
$256K 0.04%
+4,712
14 15
16
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