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
101
$808K 0.27%
53,469
+8,200
102
$800K 0.27%
36,283
+3,681
103
$768K 0.26%
14,187
+5,552
104
$758K 0.25%
10,525
+5,612
105
$755K 0.25%
+13,436
106
$747K 0.25%
13,170
-169
107
$744K 0.25%
24,584
+6,918
108
$743K 0.25%
7,135
+2,269
109
$740K 0.25%
6,563
+4,006
110
$732K 0.24%
3,056
+714
111
$717K 0.24%
7,072
+3,376
112
$711K 0.24%
8,368
+495
113
$710K 0.24%
14,416
+6,720
114
$700K 0.23%
9,252
+902
115
$698K 0.23%
43,545
+25,095
116
$694K 0.23%
13,790
-82
117
$692K 0.23%
12,781
-432
118
$691K 0.23%
13,210
+1,956
119
$691K 0.23%
46,852
+11,265
120
$686K 0.23%
2,272
+609
121
$685K 0.23%
6,553
+45
122
$680K 0.23%
11,879
-2,303
123
$680K 0.23%
22,356
+10,324
124
$679K 0.23%
8,996
+536
125
$676K 0.23%
15,634
+7,182
3 4
5
6 7