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
501
$3.87M 0.03%
20,130
+2,464
502
$3.87M 0.03%
21,980
+703
503
$3.86M 0.03%
110,326
-3,138
504
$3.85M 0.03%
67,730
+5,960
505
$3.82M 0.03%
157,149
-38,858
506
$3.81M 0.03%
131,592
+108,403
507
$3.78M 0.03%
21,961
-460
508
$3.78M 0.03%
77,907
-1,976
509
$3.75M 0.03%
79,306
-8,012
510
$3.74M 0.03%
114,851
-10,782
511
$3.74M 0.03%
94,899
-2,591
512
$3.73M 0.03%
59,908
+3,912
513
$3.71M 0.03%
113,052
+22,543
514
$3.71M 0.03%
89,754
+1,922
515
$3.7M 0.03%
+168,270
516
$3.69M 0.03%
154,851
+66,386
517
$3.67M 0.03%
17,733
+1,282
518
$3.66M 0.03%
53,244
+1,142
519
$3.66M 0.03%
91,382
+2,162
520
$3.66M 0.03%
73,098
+17,974
521
$3.66M 0.03%
41,732
-1,839
522
$3.66M 0.03%
18,503
-330
523
$3.65M 0.03%
184,919
+6,084
524
$3.64M 0.03%
67,316
+6,962
525
$3.64M 0.03%
7,732
+837
19 20
21
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