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
301
$7.11M 0.06%
70,154
-25,728
302
$7.09M 0.06%
125,043
+27,988
303
$7.08M 0.06%
68,285
+245
304
$7.07M 0.06%
39,265
+1,261
305
$6.99M 0.06%
90,733
-6,797
306
$6.97M 0.06%
72,139
+3,509
307
$6.93M 0.06%
274,535
-38,006
308
$6.92M 0.06%
175,021
-195
309
$6.92M 0.06%
69,186
+1,914
310
$6.91M 0.06%
16,170
+1,002
311
$6.89M 0.06%
185,293
-1,237
312
$6.87M 0.06%
145,667
+3,710
313
$6.84M 0.06%
120,076
+3,684
314
$6.81M 0.06%
369,399
-13,310
315
$6.81M 0.06%
219,737
+121,824
316
$6.79M 0.06%
59,576
+2,590
317
$6.76M 0.06%
166,748
+7,777
318
$6.75M 0.06%
174,983
-799
319
$6.74M 0.06%
41,109
-9,801
320
$6.73M 0.06%
101,643
-4,806
321
$6.72M 0.06%
162,614
-20,261
322
$6.69M 0.06%
122,886
+10,814
323
$6.66M 0.06%
26,180
-3,532
324
$6.63M 0.06%
38,061
+2,340
325
$6.61M 0.06%
74,973
-3,330
11 12
13
14 15