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
201
$397K 0.13%
11,497
+4,197
202
$395K 0.13%
1,933
+526
203
$394K 0.13%
27,718
-28,262
204
$394K 0.13%
5,049
+1,371
205
$388K 0.13%
27,509
+6,112
206
$385K 0.13%
10,610
+1,875
207
$383K 0.13%
10,476
+2,319
208
$382K 0.13%
20,595
+1,995
209
$378K 0.13%
10,754
-42,748
210
$376K 0.13%
2,353
+369
211
$373K 0.12%
+4,643
212
$373K 0.12%
3,132
-4,195
213
$365K 0.12%
+3,003
214
$365K 0.12%
7,435
+428
215
$362K 0.12%
14,286
+1,948
216
$362K 0.12%
+10,468
217
$362K 0.12%
9,559
+1,179
218
$359K 0.12%
7,413
+1,871
219
$355K 0.12%
6,699
+1,240
220
$354K 0.12%
56,000
-5,000
221
$352K 0.12%
1,519
+361
222
$351K 0.12%
4,794
+1,139
223
$349K 0.12%
2,395
+874
224
$346K 0.12%
14,975
+3,128
225
$344K 0.11%
+4,732
7 8
9
10 11