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
26
$4.85M 0.7%
92,939
+33,475
27
$4.84M 0.7%
35,027
+1,949
28
$4.83M 0.7%
42,842
+2,843
29
$4.82M 0.69%
124,998
+28,578
30
$4.81M 0.69%
45,099
-407
31
$4.63M 0.67%
85,822
+52,103
32
$4.55M 0.65%
87,810
+16,193
33
$4.52M 0.65%
15,435
+5,637
34
$4.42M 0.64%
139,982
-3,292
35
$4.42M 0.64%
59,484
-7,221
36
$4.37M 0.63%
11,762
+2,457
37
$4.15M 0.6%
29,755
+11,112
38
$4.13M 0.59%
35,381
+401
39
$4.1M 0.59%
244,774
+46,360
40
$4.04M 0.58%
47,276
+3,107
41
$3.93M 0.57%
75,709
+44,127
42
$3.92M 0.56%
62,898
+880
43
$3.89M 0.56%
49,820
+12,593
44
$3.89M 0.56%
271,463
+14,947
45
$3.86M 0.56%
23,547
+6,574
46
$3.78M 0.54%
55,565
-2,557
47
$3.71M 0.53%
69,438
+11,082
48
$3.68M 0.53%
13,789
+5,349
49
$3.65M 0.53%
153,830
-11,810
50
$3.64M 0.52%
155,749
+4,993
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