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
$11.9B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,306
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$53.9M
3
+$14.1M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.4M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$12.4M

Top Sells

1
+$88.4M
2
+$72.7M
3
+$63.9M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$18.4M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$13.2M

Sector Composition

1 Technology 8.92%
2 Healthcare 3.75%
3 Financials 3.72%
4 Consumer Discretionary 3.43%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.88M 0.08%
18,933
-766
227
$9.83M 0.08%
14,226
-85
228
$9.67M 0.08%
143,290
+2,405
229
$9.67M 0.08%
498,727
+193,747
230
$9.61M 0.08%
310,763
-20,714
231
$9.53M 0.08%
98,957
-10,342
232
$9.47M 0.08%
145,581
+6,273
233
$9.47M 0.08%
65,064
-518
234
$9.44M 0.08%
451,985
+9,328
235
$9.33M 0.08%
70,730
-13,676
236
$9.26M 0.08%
75,483
+1,316
237
$9.08M 0.08%
90,016
+1,963
238
$9.03M 0.08%
135,357
-862
239
$9.02M 0.08%
81,737
+426
240
$8.94M 0.08%
193,514
-2,883
241
$8.92M 0.08%
66,698
-2,152
242
$8.9M 0.07%
151,685
+92,711
243
$8.9M 0.07%
36,335
-1,187
244
$8.89M 0.07%
141,544
-1,448
245
$8.88M 0.07%
119,695
+11,106
246
$8.88M 0.07%
81,966
-404
247
$8.87M 0.07%
34,927
+1,187
248
$8.85M 0.07%
188,001
-7,281
249
$8.83M 0.07%
63,947
+6,844
250
$8.79M 0.07%
127,011
-29,678
8 9
10
11 12