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
576
$3.23M 0.03%
76,860
-24,311
577
$3.22M 0.03%
38,190
-3,614
578
$3.21M 0.03%
85,139
-2,620
579
$3.21M 0.03%
55,540
+2,391
580
$3.19M 0.03%
12,763
+860
581
$3.18M 0.03%
12,732
+709
582
$3.17M 0.03%
1,378,871
-24,270
583
$3.17M 0.03%
20,694
+3,551
584
$3.17M 0.03%
15,477
+5,587
585
$3.15M 0.03%
611,250
+10,100
586
$3.12M 0.03%
175,926
+44,632
587
$3.11M 0.03%
34,396
-2,100
588
$3.1M 0.03%
87,069
-13,086
589
$3.09M 0.03%
99,059
+42,898
590
$3.08M 0.03%
26,373
+419
591
$3.08M 0.03%
18,358
+274
592
$3.07M 0.03%
89,524
+22,641
593
$3.06M 0.03%
93,461
-13,334
594
$3.05M 0.03%
82,329
+1,634
595
$3.04M 0.03%
34,570
-2,050
596
$3.04M 0.03%
33,913
+3,624
597
$3.01M 0.03%
75,831
+2,305
598
$3.01M 0.03%
13,265
+1,039
599
$3M 0.03%
46,150
-6,524
600
$2.97M 0.02%
16,155
+2,416
22 23
24
25 26