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
476
$4.12M 0.03%
10,895
-57
477
$4.1M 0.03%
96,526
-8,266
478
$4.09M 0.03%
91,941
-9,056
479
$4.09M 0.03%
409,775
-45,374
480
$4.08M 0.03%
175,186
+37,425
481
$4.08M 0.03%
34,971
-4,837
482
$4.07M 0.03%
114,643
-343
483
$4.05M 0.03%
180,976
+15,217
484
$4.02M 0.03%
60,229
-3,176
485
$4.01M 0.03%
88,265
-14,451
486
$3.99M 0.03%
43,497
+5,622
487
$3.99M 0.03%
32,885
-8,032
488
$3.99M 0.03%
77,014
+7,107
489
$3.98M 0.03%
72,509
-5,056
490
$3.97M 0.03%
101,381
-3,989
491
$3.96M 0.03%
63,164
-7,107
492
$3.94M 0.03%
77,001
+12,939
493
$3.94M 0.03%
80,191
-40,155
494
$3.93M 0.03%
54,937
-5,265
495
$3.93M 0.03%
19,531
-3,044
496
$3.91M 0.03%
344,325
-18,175
497
$3.91M 0.03%
46,949
-1,896
498
$3.9M 0.03%
83,548
+14,494
499
$3.9M 0.03%
203,034
+38,250
500
$3.89M 0.03%
63,119
-624
18 19
20
21 22