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
301
$435K 0.06%
5,990
-717
302
$432K 0.06%
11,785
+920
303
$428K 0.06%
3,567
-859
304
$424K 0.06%
21,328
+8,234
305
$423K 0.06%
4,166
+177
306
$422K 0.06%
24,198
-9,522
307
$421K 0.06%
2,115
-197
308
$420K 0.06%
10,412
-696
309
$418K 0.06%
7,308
+475
310
$410K 0.06%
+6,785
311
$405K 0.06%
11,275
+50
312
$404K 0.06%
7,188
+2,114
313
$404K 0.06%
+7,332
314
$404K 0.06%
4,089
-207
315
$401K 0.06%
11,547
-1,505
316
$399K 0.06%
3,178
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317
$398K 0.06%
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318
$397K 0.06%
8,514
+1,164
319
$396K 0.06%
4,931
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320
$393K 0.06%
915
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321
$391K 0.06%
5,519
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322
$389K 0.05%
43,242
-10,270
323
$387K 0.05%
19,060
+440
324
$385K 0.05%
6,936
-1,211
325
$385K 0.05%
6,604
+268
11 12
13
14 15