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
$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
1
$28.6M 2.87%
157,002
+8,617
2
$21M 2.11%
285,696
+32,280
3
$20.3M 2.04%
564,394
+46,547
4
$18.7M 1.88%
174,134
+5,200
5
$18.7M 1.88%
88,097
-1,044
6
$17.2M 1.73%
53,377
-3,233
7
$15.6M 1.56%
185,763
+5,443
8
$15.3M 1.54%
87,234
-7,370
9
$15M 1.51%
125,427
+19,223
10
$12.6M 1.27%
42,641
+24,734
11
$11.7M 1.17%
85,679
-3,653
12
$10.5M 1.05%
160,164
+73,758
13
$10.3M 1.04%
65,260
+1,450
14
$10M 1.01%
168,541
+37,186
15
$9.53M 0.96%
84,888
+7,343
16
$9.29M 0.93%
314,017
+15,094
17
$8.88M 0.89%
60,856
+58,265
18
$8.81M 0.88%
95,140
+11,720
19
$8.5M 0.85%
105,047
+64,655
20
$8.44M 0.85%
51,561
+2,639
21
$7.91M 0.79%
200,418
+12,766
22
$7.83M 0.79%
43,967
-510
23
$7.64M 0.77%
137,121
+10,555
24
$7.59M 0.76%
259,712
+13,913
25
$7.57M 0.76%
115,863
+1,009
1
2 3 4 5