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
76
$2.59M 0.37%
57,366
+17,696
77
$2.53M 0.36%
38,982
-1,354
78
$2.51M 0.35%
13,218
+147
79
$2.51M 0.35%
37,038
-25,956
80
$2.5M 0.35%
18,513
+395
81
$2.49M 0.35%
7,228
-819
82
$2.48M 0.35%
95,679
+3,706
83
$2.45M 0.35%
45,743
+470
84
$2.41M 0.34%
33,556
+11,173
85
$2.38M 0.34%
49,229
+7,953
86
$2.32M 0.33%
21,415
+312
87
$2.31M 0.33%
13,779
+191
88
$2.21M 0.31%
36,954
-13,369
89
$2.2M 0.31%
8,953
-151
90
$2.19M 0.31%
139,997
+3,561
91
$2.14M 0.3%
77,160
+249
92
$2.11M 0.3%
26,253
+1,385
93
$2.03M 0.29%
+72,147
94
$2.01M 0.28%
37,316
+462
95
$1.99M 0.28%
126,642
-3,310
96
$1.92M 0.27%
17,515
+693
97
$1.9M 0.27%
44,026
+27,881
98
$1.9M 0.27%
32,569
+2,068
99
$1.86M 0.26%
62,300
+858
100
$1.86M 0.26%
11,654
-867
2 3
4
5 6