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
451
$209K 0.03%
+3,302
452
$208K 0.03%
+1,118
453
$208K 0.03%
5,856
-945
454
$205K 0.03%
1,920
-465
455
$205K 0.03%
+5,472
456
$203K 0.03%
+1,696
457
$203K 0.03%
+7,745
458
$201K 0.03%
+1,308
459
$200K 0.03%
7,192
-75
460
$200K 0.03%
+1,561
461
$200K 0.03%
+6,966
462
$198K 0.03%
11,805
+1,418
463
$197K 0.03%
28,609
464
$196K 0.03%
21,626
-16,485
465
$195K 0.03%
12,963
+1,921
466
$186K 0.03%
+10,145
467
$185K 0.03%
11,356
+657
468
$174K 0.02%
15,167
-1,069
469
$151K 0.02%
15,150
470
$143K 0.02%
+2,642
471
$139K 0.02%
3,501
+253
472
$128K 0.02%
19,440
-2,000
473
$114K 0.02%
+16,555
474
$113K 0.02%
1,992
+234
475
$112K 0.02%
+10,139
17 18
19
20 21