Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
Energy Select Sector SPDR Fund
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
1
$22.5M 3.17%
143,455
+3,955
2
$19.5M 2.76%
128,967
-3,093
3
$15.4M 2.18%
155,205
+14,976
4
$13.9M 1.96%
180,223
+21,896
5
$13.8M 1.94%
76,532
-16,265
6
$13.2M 1.87%
406,895
+165,433
7
$12.2M 1.72%
256,736
+184
8
$12.1M 1.71%
43,041
-15,497
9
$11.7M 1.65%
94,570
+3,627
10
$10.4M 1.47%
97,097
+4,880
11
$10M 1.42%
186,349
-26,330
12
$8.12M 1.15%
74,409
-2,938
13
$7.69M 1.09%
86,260
+1,500
14
$7.61M 1.07%
125,272
-7,946
15
$7.01M 0.99%
59,288
+657
16
$6.83M 0.96%
42,402
+140
17
$6.65M 0.94%
76,534
-3,473
18
$6.4M 0.9%
270,590
-12,810
19
$5.87M 0.83%
87,818
+13,409
20
$5.77M 0.81%
39,873
+278
21
$5.53M 0.78%
56,329
+1,779
22
$5.38M 0.76%
66,622
+18,380
23
$5.36M 0.76%
37,410
+13,403
24
$5.33M 0.75%
102,600
+5,746
25
$5.24M 0.74%
34,259
-869
1
2 3 4 5