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
701
$2.35M 0.02%
69,209
-11,691
702
$2.33M 0.02%
58,793
+18,233
703
$2.32M 0.02%
13,356
-919
704
$2.31M 0.02%
42,143
+27,515
705
$2.31M 0.02%
52,180
+3,400
706
$2.3M 0.02%
24,558
-5,341
707
$2.3M 0.02%
56,828
+17,048
708
$2.29M 0.02%
55,985
+26,497
709
$2.28M 0.02%
81,168
+7,840
710
$2.28M 0.02%
1,924
-316
711
$2.27M 0.02%
17,084
+2,693
712
$2.27M 0.02%
72,690
-10,166
713
$2.27M 0.02%
262,789
+5,596
714
$2.25M 0.02%
44,912
+5,218
715
$2.25M 0.02%
33,339
+750
716
$2.25M 0.02%
32,956
-2,598
717
$2.25M 0.02%
36,205
+20,533
718
$2.24M 0.02%
119,603
-40,223
719
$2.23M 0.02%
6,414
+442
720
$2.23M 0.02%
75,820
+39,700
721
$2.23M 0.02%
20,459
-5,501
722
$2.23M 0.02%
26,596
-130
723
$2.21M 0.02%
54,738
+41,132
724
$2.21M 0.02%
54,658
+7,404
725
$2.21M 0.02%
19,555
-4,946
27 28
29
30 31