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
176
$934K 0.13%
10,424
-376
177
$927K 0.13%
7,159
+78
178
$927K 0.13%
12,260
+803
179
$926K 0.13%
10,667
+5,545
180
$918K 0.13%
17,957
-16,727
181
$909K 0.13%
52,798
-5,151
182
$898K 0.13%
16,770
+4,376
183
$894K 0.13%
22,341
-2,036
184
$894K 0.13%
5,681
+730
185
$886K 0.13%
20,632
+1,946
186
$865K 0.12%
15,420
+695
187
$857K 0.12%
14,313
+598
188
$850K 0.12%
8,135
-51
189
$841K 0.12%
7,961
-167
190
$841K 0.12%
6,060
+1,111
191
$835K 0.12%
26,324
-295
192
$829K 0.12%
9,851
+2,969
193
$819K 0.12%
42,890
+9,193
194
$818K 0.12%
11,092
+774
195
$810K 0.11%
17,911
+637
196
$810K 0.11%
74,250
+24,300
197
$809K 0.11%
23,575
+3,289
198
$802K 0.11%
10,790
-135
199
$793K 0.11%
2,898
+67
200
$793K 0.11%
15,643
-757
6 7
8
9 10