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
76
$1.14M 0.38%
7,180
+965
77
$1.13M 0.38%
18,542
+4,486
78
$1.13M 0.38%
23,275
-2,919
79
$1.13M 0.38%
6,916
80
$1.11M 0.37%
48,021
+2,056
81
$1.1M 0.37%
19,558
+8,748
82
$1.08M 0.36%
35,392
+6,519
83
$1.07M 0.36%
8,011
+2,107
84
$1.04M 0.35%
102,224
+9,690
85
$1.04M 0.35%
21,427
+8,650
86
$1.01M 0.34%
18,125
+2,123
87
$1.01M 0.34%
44,193
+19,863
88
$1.01M 0.34%
9,227
+674
89
$983K 0.33%
18,188
+5,150
90
$978K 0.33%
28,619
+9,629
91
$926K 0.31%
7,895
+1,488
92
$905K 0.3%
11,901
+5,195
93
$901K 0.3%
28,107
+16,917
94
$888K 0.3%
3,953
+680
95
$866K 0.29%
15,611
+541
96
$862K 0.29%
+29,119
97
$849K 0.28%
12,342
+1,602
98
$834K 0.28%
9,654
+6,029
99
$821K 0.27%
28,718
-2,452
100
$811K 0.27%
+17,177
2 3
4
5 6