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
351
$5.96M 0.05%
46,364
-224
352
$5.9M 0.05%
36,218
+4,469
353
$5.88M 0.05%
8,114
+207
354
$5.85M 0.05%
92,689
-157
355
$5.85M 0.05%
65,689
+1,352
356
$5.83M 0.05%
25,818
+1,120
357
$5.83M 0.05%
119,276
-717
358
$5.82M 0.05%
20,757
+556
359
$5.82M 0.05%
229,387
+6,861
360
$5.82M 0.05%
126,073
+211
361
$5.82M 0.05%
27,031
+38
362
$5.81M 0.05%
145,902
-4,837
363
$5.79M 0.05%
260,244
-13,954
364
$5.77M 0.05%
79,088
-2,382
365
$5.75M 0.05%
110,209
+6,595
366
$5.74M 0.05%
93,663
+691
367
$5.7M 0.05%
221,481
+7,931
368
$5.68M 0.05%
24,231
+3,891
369
$5.67M 0.05%
101,180
-1,615
370
$5.6M 0.05%
863,933
-32,705
371
$5.59M 0.05%
28,471
+2,060
372
$5.59M 0.05%
+120,219
373
$5.58M 0.05%
109,748
+1,281
374
$5.57M 0.05%
57,070
+1,798
375
$5.54M 0.05%
196,799
+9,567
13 14
15
16 17