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
626
$2.8M 0.02%
8,119
+621
627
$2.8M 0.02%
6,258
+424
628
$2.79M 0.02%
126,069
+8,735
629
$2.78M 0.02%
56,535
-2,031
630
$2.78M 0.02%
38,970
-7,422
631
$2.78M 0.02%
15,795
-329
632
$2.77M 0.02%
101,534
+35,473
633
$2.77M 0.02%
80,229
+16,333
634
$2.77M 0.02%
70,561
+22,894
635
$2.75M 0.02%
221,458
+18,505
636
$2.74M 0.02%
125,240
-8,198
637
$2.73M 0.02%
88,269
-63
638
$2.73M 0.02%
+90,693
639
$2.73M 0.02%
79,371
-2,357
640
$2.73M 0.02%
3,794
+90
641
$2.72M 0.02%
76,298
+883
642
$2.72M 0.02%
251,992
+23,160
643
$2.72M 0.02%
19,026
-4,138
644
$2.72M 0.02%
108,927
+54,178
645
$2.71M 0.02%
114,591
-480
646
$2.71M 0.02%
5,401
-301
647
$2.71M 0.02%
80,374
+10,271
648
$2.71M 0.02%
55,097
+1,218
649
$2.69M 0.02%
65,065
+2,954
650
$2.68M 0.02%
94,097
-5,027
24 25
26
27 28