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
551
$3.39M 0.03%
249,509
-41,183
552
$3.39M 0.03%
35,560
-4,792
553
$3.39M 0.03%
362,289
+4,418
554
$3.39M 0.03%
74,354
+26,006
555
$3.39M 0.03%
12,838
+234
556
$3.39M 0.03%
59,977
+1,308
557
$3.38M 0.03%
16,422
+372
558
$3.37M 0.03%
173,828
+23,119
559
$3.37M 0.03%
42,236
+13,938
560
$3.37M 0.03%
64,194
+12,999
561
$3.37M 0.03%
44,531
+16,039
562
$3.36M 0.03%
227,032
+63,925
563
$3.36M 0.03%
116,630
-23,431
564
$3.35M 0.03%
17,407
+1,897
565
$3.35M 0.03%
17,115
+1,608
566
$3.33M 0.03%
83,361
+2,877
567
$3.33M 0.03%
282,801
+8,334
568
$3.32M 0.03%
55,038
-2,943
569
$3.31M 0.03%
61,339
+8,627
570
$3.3M 0.03%
21,215
-347
571
$3.29M 0.03%
1,321
+1
572
$3.27M 0.03%
28,315
-1,542
573
$3.26M 0.03%
17,468
+1,128
574
$3.26M 0.03%
65,313
+2,418
575
$3.25M 0.03%
30,686
-147
21 22
23
24 25