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
276
$243K 0.08%
2,082
-337
277
$242K 0.08%
3,315
-94
278
$239K 0.08%
5,447
+154
279
$239K 0.08%
+1,989
280
$238K 0.08%
+4,997
281
$233K 0.08%
1,258
+20
282
$231K 0.08%
+3,892
283
$227K 0.08%
+4,545
284
$227K 0.08%
+14,406
285
$227K 0.08%
4,098
286
$226K 0.08%
8,644
-611
287
$225K 0.08%
+4,427
288
$225K 0.08%
1,922
289
$224K 0.07%
7,167
-275
290
$224K 0.07%
5,714
+500
291
$223K 0.07%
+10,339
292
$222K 0.07%
31,297
+3,220
293
$219K 0.07%
+2,111
294
$218K 0.07%
+4,912
295
$217K 0.07%
+7,525
296
$216K 0.07%
12,935
-1,505
297
$216K 0.07%
2,077
+6
298
$215K 0.07%
+7,945
299
$215K 0.07%
+7,271
300
$213K 0.07%
+3,577
10 11
12
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