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
76
$2.48M 0.36%
16,487
+3,361
77
$2.44M 0.35%
35,927
+6,164
78
$2.42M 0.35%
21,341
+3,948
79
$2.34M 0.34%
228,216
+33,128
80
$2.33M 0.33%
24,589
-5,751
81
$2.26M 0.32%
76,744
+9,760
82
$2.24M 0.32%
8,406
+1,504
83
$2.22M 0.32%
13,246
+1,164
84
$2.21M 0.32%
53,104
+2,705
85
$2.21M 0.32%
41,490
-2,584
86
$2.18M 0.31%
43,523
+7,457
87
$2.12M 0.3%
34,996
+7,398
88
$2.09M 0.3%
12,815
+3,207
89
$2.05M 0.3%
80,318
+51,046
90
$2.04M 0.29%
37,673
+558
91
$2.04M 0.29%
+69,798
92
$2.02M 0.29%
33,718
-13,670
93
$1.99M 0.29%
53,515
+7,475
94
$1.92M 0.28%
6
95
$1.88M 0.27%
19,741
+3,262
96
$1.87M 0.27%
42,272
+5,788
97
$1.87M 0.27%
25,712
+376
98
$1.83M 0.26%
59,103
+2,563
99
$1.81M 0.26%
29,365
-2,898
100
$1.81M 0.26%
5,254
+1,507
2 3
4
5 6