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
126
$673K 0.22%
5,941
+3,014
127
$660K 0.22%
6,358
+849
128
$650K 0.22%
14,155
+7,789
129
$632K 0.21%
16,340
+3,800
130
$623K 0.21%
10,093
+4,735
131
$622K 0.21%
6,020
+586
132
$621K 0.21%
12,924
+55
133
$619K 0.21%
44,834
+17,366
134
$618K 0.21%
6,979
-4,101
135
$617K 0.21%
5,627
-10,295
136
$604K 0.2%
7,623
-358
137
$599K 0.2%
7,708
+4,815
138
$598K 0.2%
8,654
+3,359
139
$592K 0.2%
12,083
-2,989
140
$586K 0.2%
9,248
+2,409
141
$582K 0.19%
737
+15
142
$581K 0.19%
8,728
+286
143
$565K 0.19%
6,097
-131
144
$564K 0.19%
4,398
+2,811
145
$564K 0.19%
+10,872
146
$559K 0.19%
26,745
+15,575
147
$555K 0.19%
5,030
+1,434
148
$553K 0.18%
11,775
+166
149
$552K 0.18%
18,460
+64
150
$550K 0.18%
8,434
+2,966
4 5
6
7 8