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
526
$3.63M 0.03%
58,662
+1,314
527
$3.62M 0.03%
28,236
+614
528
$3.61M 0.03%
193,114
+35,419
529
$3.6M 0.03%
179,662
+8,958
530
$3.59M 0.03%
31,239
+5,057
531
$3.59M 0.03%
56,325
+6,375
532
$3.56M 0.03%
47,073
-1,989
533
$3.56M 0.03%
88,527
-1,484
534
$3.54M 0.03%
103,735
+26,058
535
$3.53M 0.03%
43,622
+1,872
536
$3.53M 0.03%
49,224
+1,186
537
$3.53M 0.03%
31,520
+1,232
538
$3.52M 0.03%
91,221
+7,428
539
$3.52M 0.03%
19,885
-146
540
$3.49M 0.03%
81,550
-10,050
541
$3.48M 0.03%
66,156
+62,771
542
$3.48M 0.03%
+111,389
543
$3.47M 0.03%
105,559
-4,661
544
$3.47M 0.03%
110,448
-5,635
545
$3.46M 0.03%
140,580
+102,769
546
$3.45M 0.03%
53,329
-61
547
$3.45M 0.03%
28,322
+11,974
548
$3.44M 0.03%
56,447
-972
549
$3.44M 0.03%
67,592
-4,681
550
$3.42M 0.03%
128,529
+31,465
20 21
22
23 24