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
$996M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$7.33M
3
+$5.46M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.23M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.83M

Top Sells

1
+$1.3M
2
+$1.04M
3
+$817K
4
YUM icon
Yum! Brands
YUM
+$597K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$499K

Sector Composition

1 Technology 6.47%
2 Financials 4.18%
3 Communication Services 3.31%
4 Healthcare 3.14%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$922K 0.09%
17,538
+108
227
$912K 0.09%
8,320
+2,432
228
$910K 0.09%
18,010
-1,298
229
$905K 0.09%
6,967
-1,855
230
$904K 0.09%
3,684
+342
231
$900K 0.09%
70,484
+2,146
232
$898K 0.09%
11,044
-463
233
$897K 0.09%
17,628
-5,492
234
$891K 0.09%
28,809
+5,024
235
$890K 0.09%
18,193
+276
236
$887K 0.09%
6,389
+166
237
$885K 0.09%
16,177
+318
238
$864K 0.09%
726
+1
239
$863K 0.09%
7,573
+529
240
$859K 0.09%
42,813
+468
241
$853K 0.09%
2,909
+321
242
$841K 0.08%
1,648
+703
243
$829K 0.08%
3,880
-4
244
$821K 0.08%
36,713
+1,810
245
$812K 0.08%
3,538
+1,323
246
$807K 0.08%
5,411
+408
247
$789K 0.08%
2,775
+109
248
$785K 0.08%
24,147
+8,466
249
$780K 0.08%
4,380
-130
250
$777K 0.08%
8,907
+800
8 9
10
11 12