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
151
$549K 0.18%
11,330
+3,280
152
$542K 0.18%
6,566
+1,491
153
$540K 0.18%
43,490
-1,200
154
$539K 0.18%
14,051
+1,798
155
$536K 0.18%
12,948
+5,722
156
$534K 0.18%
4,374
+27
157
$529K 0.18%
21,741
+6,094
158
$526K 0.18%
+4,376
159
$525K 0.18%
5,000
160
$516K 0.17%
2,089
+419
161
$514K 0.17%
5,516
+995
162
$510K 0.17%
6,924
+224
163
$503K 0.17%
4,808
+2,547
164
$498K 0.17%
8,146
+4,337
165
$498K 0.17%
+9,500
166
$497K 0.17%
8,547
+3,192
167
$495K 0.17%
11,171
+5,103
168
$493K 0.16%
3,950
+1,109
169
$490K 0.16%
10,220
-4,350
170
$478K 0.16%
3,114
+507
171
$476K 0.16%
+3,979
172
$472K 0.16%
5,700
+749
173
$468K 0.16%
17,229
+1,974
174
$466K 0.16%
9,068
+1,621
175
$463K 0.15%
5,639
+933
5 6
7
8 9