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
476
$109K 0.02%
11,325
477
$107K 0.02%
11,450
478
$107K 0.02%
+18,600
479
$99K 0.01%
4,087
+45
480
$53K 0.01%
88
481
$47K 0.01%
10,247
482
$45K 0.01%
34,000
483
$10K ﹤0.01%
815
+150
484
– –
-10,196
485
– –
-11,692
486
– –
-2,032
487
– –
-9,000
488
– –
-21,000
489
– –
-46,750
490
– –
-12,003
491
– –
-6,641
492
– –
-707
493
– –
-124
494
– –
-1,160
495
– –
-10,926
496
– –
-2,690
497
– –
-10,389
498
– –
-8,915
499
– –
-10,556
500
– –
-8,198
17 18 19
20
21