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
101
$1.78M 0.26%
36,816
+3,796
102
$1.78M 0.26%
26,647
+4,176
103
$1.76M 0.25%
29,560
+80
104
$1.74M 0.25%
15,752
+703
105
$1.68M 0.24%
20,269
+2,291
106
$1.67M 0.24%
23,340
+3,896
107
$1.66M 0.24%
18,912
+861
108
$1.66M 0.24%
38,217
+14,885
109
$1.65M 0.24%
35,710
+6,843
110
$1.65M 0.24%
10,824
-738
111
$1.63M 0.24%
9,293
+1,075
112
$1.62M 0.23%
14,344
+2,241
113
$1.61M 0.23%
7,497
+1,193
114
$1.59M 0.23%
18,317
+3,653
115
$1.53M 0.22%
36,842
+911
116
$1.52M 0.22%
9,605
-728
117
$1.52M 0.22%
47,974
+2,392
118
$1.51M 0.22%
109,976
+27,710
119
$1.51M 0.22%
22,582
-13,338
120
$1.5M 0.22%
6,983
+1,237
121
$1.45M 0.21%
21,028
+4,929
122
$1.43M 0.21%
12,335
+2,122
123
$1.43M 0.21%
19,532
+2,197
124
$1.43M 0.21%
75,120
+17,000
125
$1.42M 0.2%
30,125
+6,327
3 4
5
6 7