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
401
$5.15M 0.04%
41,476
+1,432
402
$5.15M 0.04%
135,252
-7,712
403
$5.14M 0.04%
148,312
-23,747
404
$5.13M 0.04%
47,770
-1,494
405
$5.11M 0.04%
178,148
+140,378
406
$5.1M 0.04%
11,487
+527
407
$5.06M 0.04%
11,042
+1,176
408
$5.04M 0.04%
107,449
-898
409
$5M 0.04%
211,951
-4,200
410
$5M 0.04%
77,391
+22,768
411
$4.99M 0.04%
66,282
+1,947
412
$4.95M 0.04%
24,214
+190
413
$4.94M 0.04%
171,791
+80,021
414
$4.89M 0.04%
33,317
+3,223
415
$4.88M 0.04%
53,302
+6,213
416
$4.87M 0.04%
+213,145
417
$4.86M 0.04%
149,087
-32,855
418
$4.85M 0.04%
100,672
+106
419
$4.84M 0.04%
44,025
-4,338
420
$4.82M 0.04%
24,856
+721
421
$4.81M 0.04%
77,358
-101
422
$4.78M 0.04%
37,928
+2,151
423
$4.76M 0.04%
40,799
-8,957
424
$4.75M 0.04%
453,595
+92,901
425
$4.73M 0.04%
251,819
+18,823
15 16
17
18 19