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
401
$254K 0.04%
7,239
-301
402
$254K 0.04%
7,763
+947
403
$253K 0.04%
5,185
+75
404
$251K 0.04%
4,415
+642
405
$251K 0.04%
+3,218
406
$251K 0.04%
+2,191
407
$250K 0.04%
1,305
-102
408
$250K 0.04%
+709
409
$249K 0.04%
+4,400
410
$249K 0.04%
7,713
-341
411
$247K 0.04%
5,188
-627
412
$246K 0.04%
7,000
413
$244K 0.04%
23,922
+5,100
414
$244K 0.04%
5,030
+275
415
$244K 0.04%
5,229
+1,118
416
$243K 0.04%
+10,634
417
$242K 0.03%
1,239
+163
418
$241K 0.03%
24,991
-1,320
419
$240K 0.03%
13,424
+2,248
420
$239K 0.03%
5,926
-345
421
$239K 0.03%
4,974
-53
422
$238K 0.03%
+13,135
423
$238K 0.03%
2,031
-29
424
$236K 0.03%
+1,389
425
$235K 0.03%
+1,237
15 16
17
18 19