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
676
$2.51M 0.02%
31,544
-925
677
$2.5M 0.02%
55,015
+11,692
678
$2.49M 0.02%
4,351
+1,134
679
$2.49M 0.02%
63,807
-3,023
680
$2.48M 0.02%
18,707
-1,251
681
$2.47M 0.02%
17,408
-3,320
682
$2.47M 0.02%
212,739
+16,021
683
$2.47M 0.02%
247,092
+1,062
684
$2.46M 0.02%
34,710
+6,454
685
$2.46M 0.02%
13,054
+214
686
$2.45M 0.02%
73,348
-79,195
687
$2.44M 0.02%
14,396
-110
688
$2.44M 0.02%
60,759
+14,012
689
$2.43M 0.02%
81,227
+10,653
690
$2.43M 0.02%
23,458
-211
691
$2.43M 0.02%
131,569
-14,455
692
$2.41M 0.02%
86,514
-42,747
693
$2.39M 0.02%
80,107
+9,545
694
$2.38M 0.02%
102,604
-5,765
695
$2.37M 0.02%
37,297
-4,000
696
$2.37M 0.02%
49,824
+12,754
697
$2.36M 0.02%
128,609
+34,298
698
$2.36M 0.02%
64,924
-3,855
699
$2.35M 0.02%
38,539
-200
700
$2.35M 0.02%
41,643
-7,462
26 27
28
29 30