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
251
$277K 0.09%
5,549
-16
252
$277K 0.09%
3,768
+1,088
253
$275K 0.09%
1,071
+200
254
$274K 0.09%
15,320
+1,050
255
$269K 0.09%
6,072
+141
256
$269K 0.09%
5,286
+483
257
$269K 0.09%
+4,379
258
$268K 0.09%
19,821
+7,460
259
$267K 0.09%
35,100
+600
260
$266K 0.09%
3,563
+550
261
$261K 0.09%
+1,636
262
$258K 0.09%
2,927
-2,063
263
$257K 0.09%
9,579
-18,355
264
$257K 0.09%
11,623
-283
265
$257K 0.09%
+4,983
266
$255K 0.09%
1,898
+127
267
$254K 0.08%
3,783
+188
268
$253K 0.08%
+13,401
269
$251K 0.08%
5,108
-30
270
$250K 0.08%
18,787
271
$249K 0.08%
+3,669
272
$248K 0.08%
1,960
+98
273
$247K 0.08%
+2,523
274
$246K 0.08%
4,534
-8,668
275
$244K 0.08%
+2,034
9 10
11
12 13