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
426
$343K 0.03%
3,213
+701
427
$342K 0.03%
11,321
+1,875
428
$342K 0.03%
6,265
-120
429
$341K 0.03%
13,462
+13
430
$339K 0.03%
+9,624
431
$339K 0.03%
5,750
+461
432
$337K 0.03%
+2,542
433
$335K 0.03%
+9,418
434
$334K 0.03%
6,475
-100
435
$334K 0.03%
8,468
+2,033
436
$333K 0.03%
1,928
-14
437
$332K 0.03%
6,186
-810
438
$330K 0.03%
53,880
+5,424
439
$330K 0.03%
17,492
-112
440
$329K 0.03%
5,200
441
$323K 0.03%
+10,912
442
$320K 0.03%
5,001
-66
443
$317K 0.03%
1,091
+162
444
$316K 0.03%
5,552
+170
445
$315K 0.03%
5,952
-348
446
$315K 0.03%
1,623
+228
447
$313K 0.03%
2,107
-167
448
$311K 0.03%
9,730
-549
449
$308K 0.03%
+25,190
450
$308K 0.03%
5,939
-109
16 17
18
19 20