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
126
$1.42M 0.2%
27,865
+3,585
127
$1.42M 0.2%
37,980
+19,980
128
$1.36M 0.2%
193,520
+30,160
129
$1.34M 0.19%
26,055
-3,755
130
$1.34M 0.19%
6,203
+2,235
131
$1.31M 0.19%
19,485
+2,322
132
$1.3M 0.19%
27,737
-1,077
133
$1.3M 0.19%
24,591
+866
134
$1.29M 0.19%
14,855
+1,266
135
$1.26M 0.18%
12,366
+802
136
$1.26M 0.18%
14,842
+190
137
$1.25M 0.18%
8,570
-565
138
$1.24M 0.18%
12,577
+9,810
139
$1.23M 0.18%
7,194
+691
140
$1.21M 0.17%
23,625
+6,834
141
$1.21M 0.17%
7,320
-355
142
$1.21M 0.17%
17,106
+11,047
143
$1.2M 0.17%
13,213
-745
144
$1.19M 0.17%
21,832
+1,312
145
$1.18M 0.17%
27,483
+1,731
146
$1.16M 0.17%
10,760
+810
147
$1.16M 0.17%
+47,180
148
$1.16M 0.17%
23,405
+1,011
149
$1.15M 0.17%
10,403
+4,805
150
$1.14M 0.16%
20,030
-5,648
4 5
6
7 8