Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$8.05M
2
+$7M
3
+$5.62M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.03M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.74M

Top Sells

1
+$1.23M
2
+$996K
3
+$842K
4
YUM icon
Yum! Brands
YUM
+$611K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$481K

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
476
$265K 0.03%
1,935
-303
477
$264K 0.03%
+1,640
478
$263K 0.03%
6,105
479
$263K 0.03%
3,690
-324
480
$262K 0.03%
2,486
+22
481
$262K 0.03%
1,131
-358
482
$262K 0.03%
7,324
483
$257K 0.03%
19,078
+6,705
484
$255K 0.03%
3,671
-7,140
485
$255K 0.03%
+841
486
$255K 0.03%
13,601
+436
487
$254K 0.03%
3,772
+184
488
$254K 0.03%
9,683
489
$254K 0.03%
5,425
-3,010
490
$254K 0.03%
+4,988
491
$252K 0.03%
7,300
+685
492
$251K 0.03%
5,088
+386
493
$250K 0.03%
+8,102
494
$250K 0.03%
+1,405
495
$250K 0.03%
+3,397
496
$247K 0.02%
2,762
-102
497
$246K 0.02%
+2,448
498
$245K 0.02%
10,828
-656
499
$244K 0.02%
+1,489
500
$243K 0.02%
+1,803
18 19
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