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
526
$222K 0.02%
3,756
-686
527
$221K 0.02%
3,599
-199
528
$220K 0.02%
4,016
+353
529
$219K 0.02%
+3,265
530
$219K 0.02%
+3,319
531
$219K 0.02%
6,352
-1,736
532
$219K 0.02%
+1,751
533
$218K 0.02%
+949
534
$217K 0.02%
6,600
-400
535
$216K 0.02%
+1,149
536
$214K 0.02%
1,025
+2
537
$214K 0.02%
10,913
+131
538
$214K 0.02%
+1,456
539
$213K 0.02%
+2,280
540
$212K 0.02%
2,350
-150
541
$212K 0.02%
+3,598
542
$212K 0.02%
+12,431
543
$211K 0.02%
+3,119
544
$210K 0.02%
26,967
+11
545
$209K 0.02%
4,974
-64
546
$209K 0.02%
1,545
+68
547
$208K 0.02%
7,819
-1,932
548
$202K 0.02%
+7,083
549
$202K 0.02%
+3,398
550
$202K 0.02%
3,624
-699
20 21
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