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
451
$4.33M 0.04%
31,184
-1,881
452
$4.33M 0.04%
142,610
+22,592
453
$4.32M 0.04%
233,976
+10,164
454
$4.31M 0.04%
19,072
+1,478
455
$4.31M 0.04%
9,672
-192
456
$4.3M 0.04%
154,993
+15,161
457
$4.3M 0.04%
14,349
+1,914
458
$4.29M 0.04%
14,695
+736
459
$4.27M 0.04%
135,721
+123,682
460
$4.26M 0.04%
83,034
-14,653
461
$4.26M 0.04%
55,264
+432
462
$4.26M 0.04%
233,542
-28,204
463
$4.23M 0.04%
33,603
-552
464
$4.21M 0.04%
44,230
-2,962
465
$4.21M 0.04%
90,068
-3,672
466
$4.2M 0.04%
85,102
-16,905
467
$4.2M 0.04%
42,144
-1,637
468
$4.2M 0.04%
169,251
+71,672
469
$4.2M 0.04%
26,391
-1,080
470
$4.18M 0.04%
21,472
-6,135
471
$4.18M 0.04%
91,655
+10,463
472
$4.16M 0.04%
44,280
+345
473
$4.15M 0.03%
115,155
+67,663
474
$4.14M 0.03%
24,495
-11,943
475
$4.13M 0.03%
43,477
-2,888
17 18
19
20 21