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
251
$8.77M 0.07%
139,996
+115,066
252
$8.76M 0.07%
42,832
-302
253
$8.75M 0.07%
92,786
+34,769
254
$8.66M 0.07%
262,019
+27,025
255
$8.64M 0.07%
172,247
-1,764,034
256
$8.59M 0.07%
28,141
+1,116
257
$8.58M 0.07%
92,333
+2,994
258
$8.55M 0.07%
38,893
-2,174
259
$8.55M 0.07%
34,478
+1,402
260
$8.5M 0.07%
167,660
-205
261
$8.48M 0.07%
196,411
+35,400
262
$8.39M 0.07%
99,666
-3,500
263
$8.38M 0.07%
250,662
-8,562
264
$8.32M 0.07%
110,995
+4,847
265
$8.31M 0.07%
47,113
+1,600
266
$8.24M 0.07%
260,557
-49,155
267
$8.18M 0.07%
242,801
-5,165
268
$8.18M 0.07%
127,170
-9,740
269
$8.16M 0.07%
358,331
-96,675
270
$8.13M 0.07%
98,968
+5,027
271
$8.12M 0.07%
214,245
-6,052
272
$8.12M 0.07%
63,548
+14,616
273
$8.1M 0.07%
172,635
+35,174
274
$8.06M 0.07%
101,969
+8,406
275
$7.98M 0.07%
74,525
-19,063
9 10
11
12 13