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
551
$202K 0.02%
352
-60
552
$202K 0.02%
1,356
+65
553
$201K 0.02%
+5,339
554
$200K 0.02%
+3,170
555
$200K 0.02%
+613
556
$200K 0.02%
12,385
+736
557
$200K 0.02%
+1,437
558
$196K 0.02%
13,207
559
$191K 0.02%
19,957
-1,900
560
$189K 0.02%
11,694
+13
561
$189K 0.02%
18,390
+273
562
$189K 0.02%
24,889
+3,194
563
$184K 0.02%
11,171
564
$162K 0.02%
2,760
+109
565
$159K 0.02%
+11,655
566
$157K 0.02%
4,122
+166
567
$154K 0.02%
2,161
-56
568
$148K 0.01%
28,119
-200
569
$147K 0.01%
+11,437
570
$146K 0.01%
10,300
571
$134K 0.01%
11,841
-759
572
$125K 0.01%
+10,382
573
$120K 0.01%
11,325
574
$119K 0.01%
+33,923
575
$115K 0.01%
11,450
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