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
451
$210K 0.03%
+3,662
452
$210K 0.03%
14,246
+1,039
453
$208K 0.03%
5,251
-331
454
$207K 0.03%
+755
455
$206K 0.03%
6,944
-1,066
456
$206K 0.03%
+5,202
457
$205K 0.03%
+2,041
458
$202K 0.03%
5,298
-893
459
$202K 0.03%
5,971
+24
460
$201K 0.03%
+8,006
461
$200K 0.03%
+4,605
462
$200K 0.03%
+2,006
463
$200K 0.03%
6,006
464
$178K 0.03%
+10,199
465
$178K 0.03%
+15,296
466
$178K 0.03%
+15,150
467
$161K 0.02%
+13,665
468
$160K 0.02%
25,027
+2,387
469
$134K 0.02%
+10,425
470
$133K 0.02%
150
+9
471
$131K 0.02%
3,205
+64
472
$117K 0.02%
+12,325
473
$110K 0.02%
21,449
+1,398
474
$104K 0.02%
11,450
475
$92K 0.01%
+16,562
16 17 18
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