Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$8.05M
2
+$7M
3
+$5.62M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.03M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.74M

Top Sells

1
+$1.23M
2
+$996K
3
+$842K
4
YUM icon
Yum! Brands
YUM
+$611K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$481K

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
176
$1.29M 0.13%
22,213
+2,758
177
$1.27M 0.13%
22,557
+468
178
$1.26M 0.13%
+8,725
179
$1.26M 0.13%
13,536
+1,094
180
$1.25M 0.13%
8,493
+434
181
$1.24M 0.12%
27,774
+112
182
$1.24M 0.12%
25,910
+758
183
$1.23M 0.12%
+47,281
184
$1.21M 0.12%
18,662
-453
185
$1.2M 0.12%
6,782
+275
186
$1.19M 0.12%
18,648
+2,265
187
$1.19M 0.12%
17,432
+991
188
$1.19M 0.12%
8,288
-272
189
$1.16M 0.12%
8,957
-348
190
$1.14M 0.11%
3,523
+187
191
$1.14M 0.11%
18,098
+2,276
192
$1.11M 0.11%
6,591
+218
193
$1.1M 0.11%
117,440
+10,817
194
$1.09M 0.11%
3,066
+30
195
$1.07M 0.11%
14,006
+3,613
196
$1.07M 0.11%
18,919
-3,451
197
$1.07M 0.11%
19,097
-775
198
$1.07M 0.11%
26,288
+4,786
199
$1.06M 0.11%
8,675
+51
200
$1.06M 0.11%
10,556
+676
6 7
8
9 10