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
51
$3.32M 0.47%
59,686
+2,994
52
$3.28M 0.46%
151,038
-723
53
$3.17M 0.45%
17,649
-1,361
54
$3.12M 0.44%
13,230
-4
55
$3.1M 0.44%
27,810
+2,196
56
$3.08M 0.44%
42,115
+2,181
57
$3.07M 0.43%
24,998
-2,593
58
$3.07M 0.43%
72,133
+12,383
59
$3.04M 0.43%
15,792
+428
60
$3.02M 0.43%
18,028
+1,481
61
$2.99M 0.42%
206,263
+20,967
62
$2.93M 0.41%
39,595
+1,880
63
$2.92M 0.41%
35,996
+1,267
64
$2.88M 0.41%
27,754
+511
65
$2.88M 0.41%
50,139
-4,239
66
$2.83M 0.4%
124,981
-1,604
67
$2.8M 0.4%
47,440
+2,060
68
$2.78M 0.39%
48,443
+10,716
69
$2.75M 0.39%
41,385
+21,473
70
$2.73M 0.39%
17,450
+738
71
$2.7M 0.38%
33,956
+144
72
$2.66M 0.38%
81,519
+4,059
73
$2.65M 0.37%
29,033
+4,475
74
$2.64M 0.37%
150,932
-3,684
75
$2.62M 0.37%
65,281
+13,730
1 2
3
4 5