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
176
$895K 0.13%
11,168
+99
177
$894K 0.13%
18,175
+2,089
178
$888K 0.13%
8,228
-126
179
$887K 0.13%
14,971
+157
180
$887K 0.13%
17,988
+1,143
181
$884K 0.13%
8,178
+1,291
182
$878K 0.13%
2,980
+15
183
$870K 0.13%
6,154
+599
184
$868K 0.12%
9,588
+3,467
185
$860K 0.12%
22,626
-243
186
$840K 0.12%
5,212
+324
187
$838K 0.12%
4,059
+1,381
188
$807K 0.12%
10,115
+4,214
189
$805K 0.12%
11,368
+2,286
190
$803K 0.12%
17,274
191
$802K 0.12%
10,125
+82
192
$795K 0.11%
22,436
+4,634
193
$794K 0.11%
3,269
+835
194
$792K 0.11%
7,319
-3,400
195
$786K 0.11%
4,367
+238
196
$781K 0.11%
7,234
+780
197
$777K 0.11%
12,562
+139
198
$763K 0.11%
6,399
+510
199
$762K 0.11%
+28,254
200
$759K 0.11%
49,760
+3,570
6 7
8
9 10