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
51
$4.91M 0.49%
244,905
+5,682
52
$4.9M 0.49%
42,335
+582
53
$4.86M 0.49%
79,216
+3,814
54
$4.74M 0.48%
15,838
+2,555
55
$4.69M 0.47%
32,489
+1,244
56
$4.59M 0.46%
152,344
-7,820
57
$4.45M 0.45%
264,646
+131,306
58
$4.42M 0.44%
194,108
+17,633
59
$4.3M 0.43%
37,608
+11,017
60
$4.23M 0.43%
+64,224
61
$4.11M 0.41%
20,048
+3,687
62
$4.09M 0.41%
69,940
+4,834
63
$4.03M 0.4%
53,355
-3,317
64
$4.01M 0.4%
100,956
+6,909
65
$4.01M 0.4%
18,392
+2,038
66
$3.98M 0.4%
60,892
+586
67
$3.96M 0.4%
+156,626
68
$3.9M 0.39%
19,566
+807
69
$3.86M 0.39%
+131,452
70
$3.86M 0.39%
93,725
-3,035
71
$3.84M 0.39%
151,695
+13,735
72
$3.83M 0.39%
30,854
-1,107
73
$3.82M 0.38%
85,984
+4,241
74
$3.79M 0.38%
70,506
-2,786
75
$3.73M 0.38%
52,311
+6,302
1 2
3
4 5