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
426
$228K 0.03%
+2,069
427
$227K 0.03%
2,847
-512
428
$225K 0.03%
8,678
-1,472
429
$225K 0.03%
+1,160
430
$225K 0.03%
+11,545
431
$225K 0.03%
+7,000
432
$224K 0.03%
11,948
+937
433
$223K 0.03%
+9,118
434
$223K 0.03%
+8,595
435
$222K 0.03%
8,873
-3,684
436
$222K 0.03%
+2,580
437
$221K 0.03%
14,315
-867
438
$221K 0.03%
+1,751
439
$221K 0.03%
+4,476
440
$220K 0.03%
+4,443
441
$220K 0.03%
5,865
-11,622
442
$217K 0.03%
+4,624
443
$215K 0.03%
5,295
-703
444
$215K 0.03%
+2,594
445
$215K 0.03%
10,820
-6,950
446
$215K 0.03%
14,246
447
$214K 0.03%
+3,339
448
$212K 0.03%
+2,214
449
$211K 0.03%
+4,238
450
$211K 0.03%
+3,630
16 17
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