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
301
$211K 0.07%
+9,829
302
$210K 0.07%
+6,308
303
$206K 0.07%
+3,833
304
$205K 0.07%
4,651
+33
305
$201K 0.07%
18,552
-481
306
$200K 0.07%
+3,311
307
$196K 0.07%
12,020
-276
308
$194K 0.06%
+13,725
309
$192K 0.06%
+13,682
310
$192K 0.06%
12,541
+1,500
311
$191K 0.06%
20,062
+8,571
312
$184K 0.06%
4,347
-609
313
$176K 0.06%
4,409
-35
314
$161K 0.05%
15,927
+2,082
315
$144K 0.05%
3,499
316
$130K 0.04%
+14,134
317
$127K 0.04%
29,679
318
$123K 0.04%
13,264
+2,353
319
$123K 0.04%
13,386
+1,263
320
$112K 0.04%
11,450
321
$85K 0.03%
3,310
-376
322
$80K 0.03%
1,590
+817
323
$58K 0.02%
+1,320
324
$52K 0.02%
13,583
-3,131
325
$36K 0.01%
+12,944
10 11 12
13
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