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
201
$755K 0.11%
10,636
+1,715
202
$745K 0.11%
10,713
+164
203
$742K 0.11%
41,979
-303
204
$740K 0.11%
35,738
-20,613
205
$739K 0.11%
24,779
-15,035
206
$737K 0.11%
3,305
-615
207
$737K 0.11%
9,401
+2,967
208
$732K 0.11%
+28,990
209
$725K 0.1%
4,008
+123
210
$719K 0.1%
8,184
+1,480
211
$718K 0.1%
6,706
+1,576
212
$714K 0.1%
12,525
+2,541
213
$711K 0.1%
8,052
+1,113
214
$710K 0.1%
13,683
+2,473
215
$708K 0.1%
24,112
+3,544
216
$705K 0.1%
6,964
+1,162
217
$701K 0.1%
6,208
+92
218
$701K 0.1%
27,878
-5,072
219
$693K 0.1%
16,504
-348
220
$686K 0.1%
73,460
-5,348
221
$681K 0.1%
35,478
+2,952
222
$680K 0.1%
20,182
+6,638
223
$664K 0.1%
2,615
+106
224
$662K 0.1%
12,271
+667
225
$651K 0.09%
+19,971
7 8
9
10 11