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
201
$793K 0.11%
9,340
+3,199
202
$792K 0.11%
75,228
+494
203
$783K 0.11%
10,626
-615
204
$771K 0.11%
15,254
-17,327
205
$754K 0.11%
40,977
+819
206
$746K 0.11%
729
-19
207
$743K 0.1%
11,720
-372
208
$739K 0.1%
12,708
+1,095
209
$730K 0.1%
6,572
+719
210
$727K 0.1%
16,951
+318
211
$724K 0.1%
29,429
+9,149
212
$723K 0.1%
19,033
-3,232
213
$711K 0.1%
22,737
+8,362
214
$711K 0.1%
8,040
+241
215
$706K 0.1%
9,577
+552
216
$702K 0.1%
8,780
-98
217
$692K 0.1%
10,995
-2,199
218
$690K 0.1%
14,197
+303
219
$684K 0.1%
17,133
+384
220
$684K 0.1%
13,514
+1,055
221
$679K 0.1%
13,536
-3,234
222
$673K 0.1%
3,370
+237
223
$670K 0.09%
12,693
-1,126
224
$669K 0.09%
6,447
+1,132
225
$667K 0.09%
12,384
+4,315
7 8
9
10 11