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
151
$1.11M 0.16%
14,698
+512
152
$1.11M 0.16%
10,531
+3,207
153
$1.09M 0.16%
20,213
+9,290
154
$1.09M 0.16%
30,041
+8,619
155
$1.07M 0.15%
11,586
-724
156
$1.06M 0.15%
10,644
+907
157
$1.05M 0.15%
19,302
+7,182
158
$1.02M 0.15%
21,204
+2,600
159
$1.02M 0.15%
19,085
+3,909
160
$1.02M 0.15%
17,177
+6,634
161
$1.02M 0.15%
27,536
+493
162
$1.02M 0.15%
4,231
+109
163
$981K 0.14%
12,076
+3,231
164
$980K 0.14%
7,758
-749
165
$962K 0.14%
8,588
+1,670
166
$962K 0.14%
15,603
+39
167
$957K 0.14%
11,451
+522
168
$950K 0.14%
21,461
+606
169
$948K 0.14%
5,329
-95
170
$940K 0.14%
15,263
+230
171
$924K 0.13%
21,221
+767
172
$922K 0.13%
50,385
+2,093
173
$911K 0.13%
10,764
+504
174
$910K 0.13%
71,040
+5,066
175
$909K 0.13%
17,393
+1,977
5 6
7
8 9