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
451
$302K 0.03%
3,970
+218
452
$297K 0.03%
+3,142
453
$297K 0.03%
3,649
-45
454
$296K 0.03%
+9,849
455
$295K 0.03%
2,452
-1,159
456
$292K 0.03%
+20,021
457
$291K 0.03%
18,105
-466
458
$290K 0.03%
+3,029
459
$290K 0.03%
5,364
-1,006
460
$290K 0.03%
5,180
+26
461
$289K 0.03%
5,879
+60
462
$287K 0.03%
20,224
463
$284K 0.03%
4,656
-959
464
$282K 0.03%
2,943
+379
465
$279K 0.03%
5,267
-904
466
$278K 0.03%
1,359
-31
467
$276K 0.03%
6,108
-775
468
$276K 0.03%
10,415
+678
469
$274K 0.03%
5,359
-208
470
$272K 0.03%
23,922
471
$269K 0.03%
2,910
+135
472
$269K 0.03%
2,325
+296
473
$268K 0.03%
9,045
+33
474
$268K 0.03%
21,387
+311
475
$267K 0.03%
5,192
+147
17 18
19
20 21