Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$9.31M 3.1%
83,617
+20,549
2
$8.06M 2.69%
36,050
+20,461
3
$6.42M 2.14%
61,115
+8,419
4
$6.41M 2.14%
68,844
+19,173
5
$5.02M 1.67%
173,116
+8,972
6
$4.87M 1.62%
45,079
-10,509
7
$4.7M 1.57%
39,622
+22,743
8
$4.67M 1.56%
41,645
+8,876
9
$4.66M 1.55%
144,826
+22,208
10
$4.48M 1.49%
29,549
+7,981
11
$4.2M 1.4%
31,830
+6,029
12
$3.84M 1.28%
71,471
+14,361
13
$3.76M 1.25%
45,605
+12,588
14
$3.54M 1.18%
30,634
+7,223
15
$3.43M 1.14%
29,937
+3
16
$3.4M 1.13%
94,230
-1,196
17
$3.17M 1.06%
24,463
+1,652
18
$2.97M 0.99%
149,265
+12,445
19
$2.89M 0.96%
54,341
+18,196
20
$2.79M 0.93%
23,700
+4,034
21
$2.55M 0.85%
31,568
+18,755
22
$2.53M 0.84%
31,807
+2,808
23
$2.47M 0.82%
27,378
+1,518
24
$2.37M 0.79%
48,641
-691
25
$2.24M 0.75%
20,723
-10,583
1
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