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
$300M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.69M
3
+$2.29M
4
VTV icon
Vanguard Value ETF
VTV
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.51M

Top Sells

1
+$1.87M
2
+$1.5M
3
+$1.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M
5
GLD icon
SPDR Gold Trust
GLD
+$1.13M

Sector Composition

1 Consumer Staples 5.33%
2 Industrials 5.17%
3 Healthcare 5.16%
4 Communication Services 5.11%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.74%
14,299
+215
27
$2.22M 0.74%
19,221
+4,250
28
$2.18M 0.73%
32,148
+13,541
29
$2.15M 0.72%
43,039
-6,313
30
$2.14M 0.71%
20,532
+1,515
31
$2.08M 0.69%
24,328
+10,554
32
$2.06M 0.69%
35,670
+1,040
33
$2M 0.67%
23,254
+2,685
34
$1.95M 0.65%
52,260
+37,920
35
$1.94M 0.65%
31,210
+8,112
36
$1.93M 0.64%
18,245
+1,826
37
$1.91M 0.64%
68,060
+2,961
38
$1.9M 0.63%
14,054
+2,553
39
$1.89M 0.63%
50,894
+2,474
40
$1.85M 0.62%
71,824
+9,914
41
$1.82M 0.61%
15,725
+119
42
$1.82M 0.61%
21,593
+10,078
43
$1.8M 0.6%
42,561
+21,970
44
$1.75M 0.58%
17,679
+13,918
45
$1.73M 0.58%
38,608
+10,380
46
$1.72M 0.57%
73,203
+13,720
47
$1.69M 0.56%
24,586
-12,494
48
$1.68M 0.56%
46,289
+1,975
49
$1.66M 0.55%
71,240
+58,435
50
$1.66M 0.55%
115,858
+14,384
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