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
351
$340K 0.05%
10,426
+1,878
352
$336K 0.05%
3,236
+322
353
$335K 0.05%
6,871
+566
354
$332K 0.05%
5,315
+843
355
$331K 0.05%
3,940
+77
356
$331K 0.05%
1,566
+67
357
$328K 0.05%
23,668
-1,350
358
$327K 0.05%
2,047
-12
359
$327K 0.05%
5,844
+493
360
$327K 0.05%
+7,043
361
$326K 0.05%
12,506
-270
362
$325K 0.05%
+3,028
363
$325K 0.05%
24,011
364
$325K 0.05%
5,759
+23
365
$324K 0.05%
6,203
366
$320K 0.05%
2,935
-139
367
$316K 0.04%
1,975
-168
368
$312K 0.04%
+5,681
369
$309K 0.04%
4,659
+276
370
$308K 0.04%
4,501
-216
371
$306K 0.04%
10,480
+952
372
$306K 0.04%
5,453
-307
373
$305K 0.04%
30,331
+1,201
374
$301K 0.04%
34,565
+2,968
375
$301K 0.04%
11,742
+59
13 14
15
16 17