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
26
$7.48M 0.75%
138,791
+51,228
27
$7.29M 0.73%
99,936
+230
28
$6.75M 0.68%
20,849
+753
29
$6.74M 0.68%
48,303
-296
30
$6.64M 0.67%
40,146
-843
31
$6.61M 0.66%
157,120
+70,412
32
$6.59M 0.66%
39,856
+1,570
33
$6.46M 0.65%
61,143
+1,500
34
$6.46M 0.65%
555,944
+2,704
35
$6.43M 0.65%
115,781
-2,041
36
$6.2M 0.62%
39,031
+3,905
37
$6.07M 0.61%
44,317
+7,485
38
$6.03M 0.61%
65,091
-3,890
39
$6.01M 0.6%
120,418
+9,389
40
$5.79M 0.58%
46,050
-2,042
41
$5.5M 0.55%
102,568
+88,242
42
$5.46M 0.55%
+267,614
43
$5.28M 0.53%
65,079
+6,762
44
$5.21M 0.52%
86,402
+3,653
45
$5.19M 0.52%
64,677
-907
46
$5.17M 0.52%
226,817
+95,168
47
$5.1M 0.51%
73,038
+3,190
48
$5.09M 0.51%
145,451
+37,641
49
$4.99M 0.5%
248,588
+63,382
50
$4.91M 0.49%
33,649
+1,025
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