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
301
$610K 0.06%
14,560
+340
302
$605K 0.06%
10,264
-204
303
$603K 0.06%
7,079
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304
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42,368
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305
$591K 0.06%
2,688
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306
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4,272
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307
$589K 0.06%
6,218
-2,258
308
$587K 0.06%
10,735
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309
$584K 0.06%
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310
$582K 0.06%
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312
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5,679
-5,895
313
$574K 0.06%
7,577
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314
$573K 0.06%
+5,661
315
$572K 0.06%
2,376
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316
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317
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318
$567K 0.06%
6,054
+2,028
319
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30,315
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320
$561K 0.06%
5,025
-31
321
$557K 0.06%
3,250
+285
322
$557K 0.06%
19,080
+10,245
323
$554K 0.06%
20,480
+4,013
324
$550K 0.06%
7,727
+79
325
$548K 0.06%
12,444
+7,062
11 12
13
14 15