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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
576
$110K 0.01%
4,506
+48
577
$76K 0.01%
+1,023
578
$71K 0.01%
10,375
-753
579
$65K 0.01%
10,800
580
$57K 0.01%
15,118
-2,657
581
$43K ﹤0.01%
166
+78
582
$12K ﹤0.01%
+24,180
583
– –
-4,999
584
– –
-899
585
– –
-10,000
586
– –
-4,165
587
– –
-2,052
588
– –
-7,596
589
– –
-883
590
– –
-11,174
591
– –
-10,681
592
– –
-10,215
593
– –
-10,948
594
– –
-4,198
595
– –
-3,298
596
– –
-12,993
597
– –
-4,536
598
– –
-8,500
599
– –
-110
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