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
201
$1.05M 0.11%
12,461
+792
202
$1.05M 0.11%
5,530
+426
203
$1.04M 0.1%
23,655
-332
204
$1.04M 0.1%
32,280
+14,530
205
$1.03M 0.1%
+10,351
206
$1.02M 0.1%
8,857
+62
207
$1.02M 0.1%
7,543
+1,133
208
$1.01M 0.1%
5,296
-1
209
$1.01M 0.1%
28,031
-784
210
$1M 0.1%
18,702
+1,240
211
$988K 0.1%
24,575
+1,723
212
$988K 0.1%
18,395
+1,034
213
$984K 0.1%
12,746
+2,346
214
$982K 0.1%
74,519
-61,982
215
$981K 0.1%
10,046
+356
216
$956K 0.1%
7,449
+444
217
$945K 0.09%
15,766
+154
218
$944K 0.09%
15,652
-283
219
$943K 0.09%
7,666
+361
220
$943K 0.09%
30,623
+3,535
221
$942K 0.09%
8,057
-1,361
222
$942K 0.09%
46,130
+5,036
223
$929K 0.09%
22,322
+17,095
224
$928K 0.09%
31,964
+2,560
225
$926K 0.09%
6,095
+885
7 8
9
10 11