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
376
$5.53M 0.05%
97,767
-13,572
377
$5.5M 0.05%
19,406
+3,171
378
$5.46M 0.05%
102,512
-661
379
$5.46M 0.05%
108,492
+12,478
380
$5.45M 0.05%
153,571
-15,978
381
$5.43M 0.05%
70,375
-3,911
382
$5.42M 0.05%
134,521
+4,614
383
$5.41M 0.05%
15,381
+1,464
384
$5.37M 0.05%
126,195
+174
385
$5.37M 0.05%
128,278
+7,874
386
$5.36M 0.05%
55,678
+655
387
$5.36M 0.05%
38,262
-8,988
388
$5.35M 0.05%
216,646
+178,769
389
$5.34M 0.04%
70,640
+1,290
390
$5.33M 0.04%
149,523
-1,238
391
$5.33M 0.04%
27,415
+1,333
392
$5.3M 0.04%
13,912
+684
393
$5.3M 0.04%
62,958
+5,127
394
$5.28M 0.04%
75,169
+952
395
$5.28M 0.04%
210,767
+45,135
396
$5.26M 0.04%
78,750
-4,824
397
$5.23M 0.04%
153,599
-8,167
398
$5.18M 0.04%
23,613
-522
399
$5.18M 0.04%
56,288
+22,964
400
$5.17M 0.04%
87,359
-9,753
14 15
16
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