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
$300M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.69M
3
+$2.29M
4
VTV icon
Vanguard Value ETF
VTV
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.51M

Top Sells

1
+$1.87M
2
+$1.5M
3
+$1.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M
5
GLD icon
SPDR Gold Trust
GLD
+$1.13M

Sector Composition

1 Consumer Staples 5.33%
2 Industrials 5.17%
3 Healthcare 5.16%
4 Communication Services 5.11%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.54%
18,819
-3,531
52
$1.54M 0.51%
26,002
-14,636
53
$1.48M 0.49%
17,231
-945
54
$1.47M 0.49%
12,158
+6,035
55
$1.47M 0.49%
6
-1
56
$1.46M 0.49%
44,320
-3,410
57
$1.43M 0.48%
16,400
+7,304
58
$1.42M 0.47%
24,230
+10,925
59
$1.39M 0.46%
33,611
+10,213
60
$1.37M 0.46%
30,441
+14,268
61
$1.36M 0.45%
+6,458
62
$1.35M 0.45%
16,943
+7,416
63
$1.34M 0.45%
21,518
+4,281
64
$1.32M 0.44%
102,291
+8,504
65
$1.29M 0.43%
51,960
+40,969
66
$1.29M 0.43%
46,605
+19,189
67
$1.27M 0.42%
13,198
-129
68
$1.26M 0.42%
+53,691
69
$1.23M 0.41%
10,160
+5,775
70
$1.21M 0.4%
33,768
+6,977
71
$1.2M 0.4%
98,446
+17,634
72
$1.19M 0.4%
29,980
+1,920
73
$1.19M 0.4%
13,735
+1,387
74
$1.19M 0.4%
8,892
+1,745
75
$1.16M 0.39%
12,657
+3,550
1 2
3
4 5