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
76
$3.69M 0.37%
11,322
-195
77
$3.66M 0.37%
19,434
+695
78
$3.59M 0.36%
53,720
+1,480
79
$3.49M 0.35%
183,202
+16,968
80
$3.44M 0.35%
126,016
+9,195
81
$3.42M 0.34%
37,338
+1,029
82
$3.41M 0.34%
8,734
+515
83
$3.29M 0.33%
39,279
+2,135
84
$3.29M 0.33%
218,751
+12,621
85
$3.14M 0.32%
25,217
+2,161
86
$3.12M 0.31%
45,028
-130
87
$3.05M 0.31%
15,398
+155
88
$3.02M 0.3%
63,005
+2,042
89
$3.01M 0.3%
25,039
+102
90
$3M 0.3%
87,600
+28,889
91
$2.98M 0.3%
20,948
+2,782
92
$2.98M 0.3%
10,133
+29
93
$2.93M 0.29%
59,851
+3,937
94
$2.89M 0.29%
58,163
+8,024
95
$2.84M 0.29%
174,233
-2,115
96
$2.83M 0.28%
479,040
+74,680
97
$2.79M 0.28%
74,737
+3,151
98
$2.79M 0.28%
21,786
+330
99
$2.75M 0.28%
93,569
+10,520
100
$2.7M 0.27%
33,456
-2,734
2 3
4
5 6