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
651
$2.68M 0.02%
5,568
+235
652
$2.68M 0.02%
32,297
+129
653
$2.68M 0.02%
51,906
+2,380
654
$2.67M 0.02%
35,255
-1,281
655
$2.67M 0.02%
69,027
+12,763
656
$2.65M 0.02%
54,746
+4,699
657
$2.64M 0.02%
188,317
-9,432
658
$2.63M 0.02%
22,492
+1,162
659
$2.6M 0.02%
54,395
+10,822
660
$2.59M 0.02%
14,010
-114
661
$2.59M 0.02%
57,165
+2,523
662
$2.59M 0.02%
58,938
+15,732
663
$2.58M 0.02%
24,880
+8,601
664
$2.58M 0.02%
103,440
+84,170
665
$2.58M 0.02%
85,523
-5,933
666
$2.57M 0.02%
6,259
+4,054
667
$2.56M 0.02%
94,722
-53,923
668
$2.56M 0.02%
185,275
+27,935
669
$2.54M 0.02%
31,150
-8,824
670
$2.54M 0.02%
141,023
+31,871
671
$2.53M 0.02%
112,357
-1,038
672
$2.53M 0.02%
58,661
+32,766
673
$2.52M 0.02%
41,251
-117
674
$2.52M 0.02%
266,767
+34,316
675
$2.51M 0.02%
54,953
+8,564
25 26
27
28 29