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
26
$5.23M 0.74%
137,834
+41,444
27
$5.13M 0.72%
516,128
-18,048
28
$5.13M 0.72%
33,440
-493
29
$4.96M 0.7%
158,029
-5,959
30
$4.89M 0.69%
65,398
+2,274
31
$4.83M 0.68%
16,954
-239
32
$4.7M 0.66%
44,963
-1,397
33
$4.67M 0.66%
58,433
+1,684
34
$4.53M 0.64%
40,618
+4,683
35
$4.5M 0.64%
32,210
+152
36
$4.45M 0.63%
11,658
+18
37
$4.45M 0.63%
43,900
+816
38
$4.35M 0.61%
73,453
-893
39
$4.29M 0.61%
87,836
+5,972
40
$4.22M 0.6%
16,261
+465
41
$4.2M 0.59%
187,269
+12,450
42
$4.15M 0.59%
77,140
+2,472
43
$3.92M 0.55%
30,466
+3,020
44
$3.89M 0.55%
66,150
+17,430
45
$3.85M 0.54%
101,540
-21,045
46
$3.78M 0.53%
33,671
+6,723
47
$3.73M 0.53%
204,744
-20,115
48
$3.66M 0.52%
70,654
+1,125
49
$3.63M 0.51%
61,001
-1,230
50
$3.51M 0.5%
155,065
+1,490
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