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
51
$3.56M 0.51%
45,246
+18,354
52
$3.46M 0.5%
24,156
+1,768
53
$3.28M 0.47%
149,108
-36,533
54
$3.22M 0.46%
15,601
+2,213
55
$3.08M 0.44%
25,266
+703
56
$2.94M 0.42%
62,252
+1,314
57
$2.94M 0.42%
25,047
+3,379
58
$2.92M 0.42%
126,177
+8,604
59
$2.92M 0.42%
51,063
+6,124
60
$2.86M 0.41%
45,951
+5,872
61
$2.83M 0.41%
12,757
+4,167
62
$2.83M 0.41%
36,308
+6,972
63
$2.77M 0.4%
154,915
+10,682
64
$2.75M 0.4%
45,700
+6,240
65
$2.73M 0.39%
98,753
+4,971
66
$2.69M 0.39%
53,456
+32,996
67
$2.68M 0.39%
23,311
+65
68
$2.62M 0.38%
34,681
+2,564
69
$2.59M 0.37%
82,836
+4,002
70
$2.57M 0.37%
138,614
+51,509
71
$2.56M 0.37%
6,973
+280
72
$2.55M 0.37%
33,563
+3,731
73
$2.54M 0.37%
135,837
+16,545
74
$2.53M 0.36%
61,858
+7,574
75
$2.49M 0.36%
17,213
+2,094
1 2
3
4 5