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
276
$505K 0.07%
10,755
+3,220
277
$497K 0.07%
25,186
-1,781
278
$497K 0.07%
6,058
-120
279
$495K 0.07%
4,463
+203
280
$495K 0.07%
5,387
+384
281
$492K 0.07%
16,986
+5,491
282
$491K 0.07%
11,461
+9
283
$483K 0.07%
9,034
-1,068
284
$479K 0.07%
+8,112
285
$477K 0.07%
9,488
-550
286
$475K 0.07%
4,571
+175
287
$474K 0.07%
4,299
+308
288
$474K 0.07%
26,383
-2,200
289
$473K 0.07%
10,885
+1,187
290
$473K 0.07%
2,956
+132
291
$473K 0.07%
3,811
-91
292
$470K 0.07%
7,923
+330
293
$470K 0.07%
33,227
+232
294
$461K 0.07%
7,718
-1,206
295
$457K 0.06%
9,174
-1,549
296
$449K 0.06%
7,249
-207
297
$445K 0.06%
31,300
-2,250
298
$441K 0.06%
4,847
+252
299
$440K 0.06%
14,500
-1,001
300
$440K 0.06%
17,008
-8,606
10 11
12
13 14