Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$8.05M
2
+$7M
3
+$5.62M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.03M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.74M

Top Sells

1
+$1.23M
2
+$996K
3
+$842K
4
YUM icon
Yum! Brands
YUM
+$611K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$481K

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
376
$412K 0.04%
6,973
-738
377
$411K 0.04%
8,163
+3,916
378
$411K 0.04%
16,567
+319
379
$409K 0.04%
7,332
+4
380
$405K 0.04%
40,475
381
$404K 0.04%
8,394
-1,093
382
$403K 0.04%
10,670
+1,165
383
$402K 0.04%
5,246
+161
384
$401K 0.04%
+2,701
385
$400K 0.04%
90,679
+300
386
$393K 0.04%
4,508
-581
387
$393K 0.04%
10,675
-1,994
388
$393K 0.04%
2,188
+96
389
$392K 0.04%
27,870
390
$391K 0.04%
4,656
+686
391
$390K 0.04%
+20,630
392
$388K 0.04%
+3,452
393
$388K 0.04%
3,801
-121
394
$386K 0.04%
+6,457
395
$384K 0.04%
19,878
+2,193
396
$384K 0.04%
3,463
-444
397
$383K 0.04%
+6,998
398
$381K 0.04%
187
+8
399
$380K 0.04%
19,121
+14
400
$377K 0.04%
17,719
-2,284
14 15
16
17 18