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
151
$1.59M 0.16%
13,575
-193
152
$1.59M 0.16%
35,504
+3,095
153
$1.59M 0.16%
12,419
+2,255
154
$1.58M 0.16%
11,564
+479
155
$1.54M 0.15%
24,429
+8,628
156
$1.5M 0.15%
7,164
+1,613
157
$1.49M 0.15%
7,837
+358
158
$1.46M 0.15%
87,604
-606
159
$1.46M 0.15%
16,046
+1,392
160
$1.45M 0.15%
6,910
-269
161
$1.44M 0.14%
29,691
+1,095
162
$1.44M 0.14%
22,506
-2,601
163
$1.43M 0.14%
44,210
+4,937
164
$1.43M 0.14%
6,750
-107
165
$1.42M 0.14%
19,649
-43
166
$1.41M 0.14%
41,559
+3,750
167
$1.4M 0.14%
36,866
+2,960
168
$1.4M 0.14%
15,291
+3,587
169
$1.39M 0.14%
39,438
170
$1.34M 0.14%
15,282
+4,057
171
$1.32M 0.13%
27,304
-3,960
172
$1.31M 0.13%
13,876
-128
173
$1.3M 0.13%
21,102
+4,293
174
$1.3M 0.13%
15,210
+423
175
$1.3M 0.13%
21,285
+851
5 6
7
8 9