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
126
$1.37M 0.19%
42,900
+786
127
$1.37M 0.19%
6,816
-462
128
$1.35M 0.19%
26,377
-3,484
129
$1.35M 0.19%
15,843
+775
130
$1.29M 0.18%
7,116
+122
131
$1.28M 0.18%
10,760
-1,767
132
$1.26M 0.18%
35,260
+8,560
133
$1.25M 0.18%
12,598
+2,932
134
$1.25M 0.18%
23,349
-1,757
135
$1.24M 0.18%
+19,693
136
$1.24M 0.17%
7,794
-806
137
$1.23M 0.17%
28,596
-9,944
138
$1.23M 0.17%
18,054
+476
139
$1.22M 0.17%
6,893
-535
140
$1.2M 0.17%
19,434
-455
141
$1.2M 0.17%
28,273
-1,481
142
$1.2M 0.17%
23,135
+925
143
$1.19M 0.17%
11,308
-596
144
$1.18M 0.17%
22,457
-631
145
$1.18M 0.17%
11,885
-379
146
$1.17M 0.17%
21,556
-21,701
147
$1.16M 0.16%
12,453
+1,067
148
$1.16M 0.16%
13,064
+1,915
149
$1.16M 0.16%
27,013
+3,549
150
$1.16M 0.16%
10,703
-13
4 5
6
7 8