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
601
$2.97M 0.02%
46,089
+7,396
602
$2.96M 0.02%
6,804
+97
603
$2.96M 0.02%
83,660
-24,342
604
$2.95M 0.02%
36,338
-1,499
605
$2.93M 0.02%
79,106
+2,278
606
$2.91M 0.02%
257,479
-979
607
$2.91M 0.02%
99,170
-2,016
608
$2.89M 0.02%
+93,137
609
$2.89M 0.02%
25,225
-2,870
610
$2.88M 0.02%
77,920
-412
611
$2.87M 0.02%
12,874
+2,836
612
$2.87M 0.02%
8,627
+407
613
$2.86M 0.02%
39,902
-6,300
614
$2.84M 0.02%
132,889
+5,438
615
$2.84M 0.02%
162,555
-3,900
616
$2.83M 0.02%
10,662
+470
617
$2.83M 0.02%
1,047
-89
618
$2.82M 0.02%
43,089
+48
619
$2.81M 0.02%
11,478
-2,670
620
$2.81M 0.02%
36,205
+16,587
621
$2.81M 0.02%
62,837
+9,848
622
$2.81M 0.02%
44,488
-15,262
623
$2.81M 0.02%
23,091
-3,229
624
$2.8M 0.02%
44,790
+1,621
625
$2.8M 0.02%
29,223
+302
23 24
25
26 27