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
276
$7.98M 0.07%
114,297
+1,505
277
$7.84M 0.07%
19,553
+411
278
$7.83M 0.07%
297,552
+11,570
279
$7.81M 0.07%
17,137
+971
280
$7.8M 0.07%
94,817
+2,505
281
$7.77M 0.07%
319,297
+61,317
282
$7.72M 0.06%
9,792
+899
283
$7.68M 0.06%
362,649
+410
284
$7.67M 0.06%
196,368
-2,806
285
$7.62M 0.06%
19,542
+1,922
286
$7.56M 0.06%
98,532
+1,710
287
$7.55M 0.06%
22,075
+670
288
$7.52M 0.06%
167,943
+3,749
289
$7.51M 0.06%
102,968
+3,688
290
$7.49M 0.06%
329,572
+2,212
291
$7.46M 0.06%
63,627
-7,746
292
$7.44M 0.06%
120,579
+2,710
293
$7.41M 0.06%
119,352
+4,331
294
$7.33M 0.06%
274,347
-7,844
295
$7.3M 0.06%
47,944
+24,458
296
$7.24M 0.06%
131,732
+8,120
297
$7.2M 0.06%
140,182
-7,019
298
$7.19M 0.06%
417,759
-8,961
299
$7.16M 0.06%
80,880
+3,698
300
$7.16M 0.06%
162,186
-12,053
10 11
12
13 14