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
426
$4.73M 0.04%
19,212
-1,510
427
$4.72M 0.04%
163,562
+8,546
428
$4.7M 0.04%
92,943
-10,173
429
$4.69M 0.04%
51,611
+14,135
430
$4.68M 0.04%
128,579
-23,095
431
$4.66M 0.04%
127,189
+17,242
432
$4.61M 0.04%
136,579
-944
433
$4.6M 0.04%
27,169
+13,962
434
$4.58M 0.04%
48,586
+2,439
435
$4.56M 0.04%
34,912
+6,023
436
$4.55M 0.04%
154,526
-1,374
437
$4.55M 0.04%
152,063
+7,617
438
$4.54M 0.04%
136,834
+50,915
439
$4.52M 0.04%
242,642
+38,261
440
$4.5M 0.04%
82,165
+474
441
$4.47M 0.04%
14,737
+4,648
442
$4.47M 0.04%
77,561
-10,532
443
$4.46M 0.04%
64,018
+3,291
444
$4.44M 0.04%
233,757
-4,555
445
$4.43M 0.04%
86,009
+3,549
446
$4.41M 0.04%
9,205
-6,181
447
$4.39M 0.04%
147,845
+52,759
448
$4.35M 0.04%
198,839
+15,366
449
$4.35M 0.04%
113,547
-1,629
450
$4.33M 0.04%
141,142
-27,428
16 17
18
19 20