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
326
$545K 0.05%
6,391
-100
327
$543K 0.05%
19,216
+270
328
$534K 0.05%
14,264
329
$533K 0.05%
31,800
+500
330
$528K 0.05%
26,583
-400
331
$526K 0.05%
20,250
+1,950
332
$525K 0.05%
32,989
+960
333
$520K 0.05%
22,615
-674
334
$517K 0.05%
17,724
+3,946
335
$516K 0.05%
21,374
-1,798
336
$514K 0.05%
17,734
+1,088
337
$514K 0.05%
6,702
-1,052
338
$510K 0.05%
6,278
+2
339
$509K 0.05%
1,872
+18
340
$507K 0.05%
5,288
+36
341
$505K 0.05%
8,659
+845
342
$497K 0.05%
16,889
+1,072
343
$488K 0.05%
14,982
-1,178
344
$487K 0.05%
8,251
-72
345
$484K 0.05%
4,179
+350
346
$481K 0.05%
6,192
+1,458
347
$478K 0.05%
8,071
-693
348
$469K 0.05%
31,515
349
$469K 0.05%
7,649
+1,242
350
$467K 0.05%
8,277
+2,675
12 13
14
15 16