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
$300M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.69M
3
+$2.29M
4
VTV icon
Vanguard Value ETF
VTV
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.51M

Top Sells

1
+$1.87M
2
+$1.5M
3
+$1.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M
5
GLD icon
SPDR Gold Trust
GLD
+$1.13M

Sector Composition

1 Consumer Staples 5.33%
2 Industrials 5.17%
3 Healthcare 5.16%
4 Communication Services 5.11%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K 0.11%
+12,676
227
$342K 0.11%
+8,658
228
$336K 0.11%
6,993
+2,310
229
$336K 0.11%
6,878
+1,837
230
$332K 0.11%
+10,507
231
$332K 0.11%
+7,939
232
$330K 0.11%
+16,073
233
$329K 0.11%
1,900
+325
234
$329K 0.11%
6,396
+2,182
235
$326K 0.11%
+8,004
236
$325K 0.11%
6,437
+954
237
$315K 0.11%
4,341
+688
238
$315K 0.11%
5,459
239
$312K 0.1%
+5,415
240
$311K 0.1%
2,076
+193
241
$309K 0.1%
4,809
+774
242
$308K 0.1%
+1,633
243
$305K 0.1%
+7,525
244
$305K 0.1%
+5,459
245
$300K 0.1%
+3,305
246
$296K 0.1%
+4,613
247
$285K 0.1%
10,963
+2,814
248
$283K 0.09%
+2,358
249
$279K 0.09%
3,447
+838
250
$278K 0.09%
+3,123
8 9
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