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
176
$458K 0.15%
7,241
+1,665
177
$457K 0.15%
5,488
-990
178
$447K 0.15%
+5,821
179
$446K 0.15%
+9,131
180
$444K 0.15%
12,866
+1,676
181
$440K 0.15%
2,886
-604
182
$435K 0.15%
11,351
+3,617
183
$433K 0.14%
7,970
+436
184
$430K 0.14%
+8,652
185
$430K 0.14%
3,194
-2,475
186
$428K 0.14%
11,731
+390
187
$427K 0.14%
3,641
+516
188
$426K 0.14%
+4,319
189
$423K 0.14%
13,476
+2,049
190
$423K 0.14%
48,127
-4,879
191
$423K 0.14%
+8,068
192
$421K 0.14%
21,785
-3,442
193
$418K 0.14%
28,804
+1,218
194
$416K 0.14%
+6,591
195
$414K 0.14%
3,029
-370
196
$410K 0.14%
18,308
+4,062
197
$409K 0.14%
17,657
+6,003
198
$403K 0.13%
3,795
-976
199
$401K 0.13%
3,879
+20
200
$400K 0.13%
+4,593
6 7
8
9 10