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
251
$764K 0.08%
6,674
+641
252
$763K 0.08%
9,372
253
$762K 0.08%
7,055
+613
254
$755K 0.08%
39,611
-585
255
$751K 0.08%
7,393
+1,129
256
$748K 0.08%
7,985
+97
257
$746K 0.07%
82,160
+3,333
258
$743K 0.07%
2,255
+258
259
$742K 0.07%
12,558
+319
260
$741K 0.07%
18,658
+1,250
261
$741K 0.07%
10,152
+1,819
262
$731K 0.07%
+10,171
263
$730K 0.07%
16,020
+631
264
$729K 0.07%
5,528
-199
265
$728K 0.07%
13,573
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266
$724K 0.07%
24,780
+6,255
267
$720K 0.07%
14,638
+1,185
268
$715K 0.07%
49,626
+1,410
269
$712K 0.07%
4,451
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270
$704K 0.07%
5,385
-527
271
$698K 0.07%
8,444
-14
272
$693K 0.07%
6,859
+3,417
273
$692K 0.07%
28,740
-1,974
274
$690K 0.07%
14,796
+598
275
$686K 0.07%
3,839
-409
9 10
11
12 13