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
501
$243K 0.02%
4,051
-285
502
$242K 0.02%
1,970
+43
503
$241K 0.02%
5,089
-1,776
504
$241K 0.02%
1,831
-85
505
$241K 0.02%
3,679
+201
506
$240K 0.02%
2,413
-249
507
$239K 0.02%
880
+5
508
$239K 0.02%
1,915
-65
509
$238K 0.02%
1,657
-28
510
$235K 0.02%
3,380
-306
511
$235K 0.02%
+1,791
512
$234K 0.02%
7,260
-1,116
513
$230K 0.02%
2,711
-63
514
$230K 0.02%
1,193
-139
515
$229K 0.02%
1,891
-47
516
$227K 0.02%
1,904
+40
517
$227K 0.02%
12,891
-51
518
$227K 0.02%
15,991
+3,812
519
$227K 0.02%
5,519
+57
520
$226K 0.02%
4,264
-148
521
$225K 0.02%
2,434
+25
522
$224K 0.02%
7,629
+42
523
$224K 0.02%
59
-10
524
$223K 0.02%
5,337
+309
525
$223K 0.02%
+4,310
19 20
21
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