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
$708M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$2.03M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.69M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.57M

Top Sells

1
+$4.37M
2
+$2.92M
3
+$1.76M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.42M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.26M

Sector Composition

1 Technology 6.17%
2 Financials 3.87%
3 Industrials 3.71%
4 Healthcare 3.55%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$558K 0.08%
7,279
+110
252
$558K 0.08%
10,719
-105
253
$555K 0.08%
18,374
-2,515
254
$548K 0.08%
7,195
-106
255
$547K 0.08%
6,121
-147
256
$542K 0.08%
2,250
-62
257
$540K 0.08%
26,155
-28
258
$538K 0.08%
5,347
+1,058
259
$534K 0.08%
3,738
+210
260
$532K 0.08%
60,396
+11,363
261
$529K 0.07%
18,747
+1,894
262
$527K 0.07%
28,383
-7,587
263
$526K 0.07%
7,916
+1,251
264
$526K 0.07%
4,384
-189
265
$525K 0.07%
39,544
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266
$520K 0.07%
+22,831
267
$518K 0.07%
40,310
+4
268
$518K 0.07%
14,264
269
$517K 0.07%
+16,421
270
$517K 0.07%
5,410
-113
271
$516K 0.07%
30,111
+136
272
$513K 0.07%
6,239
+35
273
$512K 0.07%
10,536
-1,088
274
$507K 0.07%
13,175
+2,086
275
$507K 0.07%
9,435
-1,070
9 10
11
12 13