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
151
$1.16M 0.16%
27,138
+147
152
$1.15M 0.16%
9,380
+420
153
$1.13M 0.16%
12,593
+948
154
$1.13M 0.16%
20,559
-8,779
155
$1.13M 0.16%
10,054
+44
156
$1.12M 0.16%
22,669
+617
157
$1.12M 0.16%
30,463
+1,492
158
$1.1M 0.15%
12,024
-87
159
$1.07M 0.15%
5,377
+88
160
$1.05M 0.15%
12,987
-3,429
161
$1.05M 0.15%
5,359
-401
162
$1.05M 0.15%
60,172
-27,160
163
$1.05M 0.15%
12,539
+847
164
$1.04M 0.15%
21,588
+4,492
165
$1.03M 0.14%
15,487
-18,985
166
$1.02M 0.14%
6,223
-34
167
$1.02M 0.14%
2,989
-83
168
$992K 0.14%
19,258
-375
169
$989K 0.14%
11,375
+184
170
$977K 0.14%
13,217
+1,193
171
$974K 0.14%
16,792
+246
172
$972K 0.14%
5,343
-15
173
$964K 0.14%
5,612
-272
174
$960K 0.14%
5,544
-13
175
$940K 0.13%
52,470
+260
5 6
7
8 9