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
276
$686K 0.07%
6,029
+94
277
$685K 0.07%
14,627
+861
278
$682K 0.07%
11,319
-43
279
$680K 0.07%
1,982
+136
280
$679K 0.07%
6,232
-828
281
$678K 0.07%
6,072
+194
282
$675K 0.07%
10,316
+966
283
$674K 0.07%
6,080
-4,018
284
$661K 0.07%
23,775
-1,995
285
$660K 0.07%
10,475
-950
286
$652K 0.07%
5,964
+3,566
287
$651K 0.07%
22,515
+6,952
288
$647K 0.07%
12,132
-2,535
289
$643K 0.06%
8,028
-5
290
$641K 0.06%
5,774
+212
291
$641K 0.06%
+19,535
292
$637K 0.06%
30,148
-56
293
$636K 0.06%
7,205
-745
294
$635K 0.06%
10,594
+1,167
295
$635K 0.06%
8,097
+519
296
$632K 0.06%
10,340
+2,930
297
$626K 0.06%
42,710
298
$624K 0.06%
23,346
+1,230
299
$621K 0.06%
10,135
+577
300
$621K 0.06%
3,988
+249
10 11
12
13 14