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
101
$1.85M 0.26%
130,210
+12,609
102
$1.85M 0.26%
50,544
-1,460
103
$1.84M 0.26%
31,360
+1,900
104
$1.79M 0.25%
14,731
-7,885
105
$1.74M 0.25%
67,533
+3,135
106
$1.7M 0.24%
9,769
+366
107
$1.69M 0.24%
35,894
+434
108
$1.67M 0.24%
26,532
+5,195
109
$1.63M 0.23%
22,060
+2,750
110
$1.63M 0.23%
18,732
+1,166
111
$1.62M 0.23%
14,350
-2,351
112
$1.61M 0.23%
24,929
+844
113
$1.58M 0.22%
351,960
+66,800
114
$1.57M 0.22%
19,865
+1,299
115
$1.56M 0.22%
38,146
-139
116
$1.55M 0.22%
23,052
+278
117
$1.55M 0.22%
11,391
+309
118
$1.5M 0.21%
18,855
-685
119
$1.5M 0.21%
19,622
+2,926
120
$1.47M 0.21%
4,873
-125
121
$1.44M 0.2%
47,720
-1,030
122
$1.43M 0.2%
29,848
+253
123
$1.42M 0.2%
12,427
+3,541
124
$1.41M 0.2%
24,945
+4,231
125
$1.4M 0.2%
7,922
-132
3 4
5
6 7