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
26
$76.5M 0.64%
278,003
+4,505
27
$75.5M 0.63%
1,118,760
+89,467
28
$75.2M 0.63%
476,509
+1,252
29
$73.9M 0.62%
692,693
-119,811
30
$67.1M 0.56%
560,857
+5,094
31
$64.7M 0.54%
649,699
+17,658
32
$63.9M 0.54%
655,794
-102,513
33
$63.7M 0.54%
1,301,212
-15,662
34
$63.6M 0.53%
855,330
+24,700
35
$63.4M 0.53%
1,329,496
-3,025
36
$62.7M 0.53%
2,738,161
+53,383
37
$57.7M 0.49%
1,440,441
-11,597
38
$54.6M 0.46%
780,692
+770,286
39
$47.8M 0.4%
328,838
-3,542
40
$46.2M 0.39%
895,985
-55,258
41
$46.1M 0.39%
176,026
+11,137
42
$45.4M 0.38%
441,475
+25,126
43
$43.7M 0.37%
407,097
-1,679
44
$42.7M 0.36%
640,990
-72,571
45
$42.6M 0.36%
390,877
-9,367
46
$40.9M 0.34%
806,852
+19,921
47
$39.6M 0.33%
757,035
-168,435
48
$39.5M 0.33%
560,290
+27,385
49
$38.9M 0.33%
163,880
-814
50
$38.3M 0.32%
866,068
+76,900
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