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
401
$374K 0.04%
17,065
+1,240
402
$371K 0.04%
1,915
-6
403
$369K 0.04%
2,107
+495
404
$369K 0.04%
24,828
405
$368K 0.04%
34,509
+1,837
406
$366K 0.04%
4,330
-174
407
$365K 0.04%
2,374
-90
408
$363K 0.04%
12,015
+318
409
$363K 0.04%
6,746
+486
410
$362K 0.04%
5,750
+281
411
$360K 0.04%
37,162
+1,384
412
$359K 0.04%
5,008
+34
413
$358K 0.04%
3,984
-82
414
$358K 0.04%
+15,143
415
$358K 0.04%
2,995
+652
416
$358K 0.04%
26,790
417
$356K 0.04%
12,902
418
$355K 0.04%
+4,632
419
$353K 0.04%
+6,093
420
$352K 0.04%
1,761
+93
421
$351K 0.04%
3,923
-3,157
422
$350K 0.04%
24,011
423
$350K 0.04%
2,624
-97
424
$348K 0.04%
57,622
-13,900
425
$347K 0.03%
3,300
-141
15 16
17
18 19