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
51
$37.8M 0.32%
131,736
+1,730
52
$37.5M 0.32%
2,001,372
+208,464
53
$37.4M 0.31%
309,167
-8,678
54
$37.1M 0.31%
224,145
-882
55
$35.7M 0.3%
877,333
+630
56
$35.2M 0.3%
1,407,648
+121,357
57
$35M 0.29%
72,816
+1,839
58
$34.6M 0.29%
659,754
-45,888
59
$34.1M 0.29%
171,472
+6,873
60
$33.3M 0.28%
191,478
-18,384
61
$31.8M 0.27%
67,730
+4,865
62
$31.6M 0.27%
238,405
+11,748
63
$31M 0.26%
411,848
+31,150
64
$31M 0.26%
268,355
-4,089
65
$30.9M 0.26%
279,225
+1,045
66
$30.7M 0.26%
837,775
+15,291
67
$30.7M 0.26%
195,075
+6,911
68
$30.6M 0.26%
553,791
-22,743
69
$30.6M 0.26%
288,184
+479
70
$30.3M 0.25%
632,806
-105,112
71
$30M 0.25%
636,554
+10,424
72
$29.8M 0.25%
87,292
+591
73
$29.3M 0.25%
480,740
+83,751
74
$29.2M 0.25%
244,910
+10,317
75
$29.2M 0.25%
93,840
+720
1 2
3
4 5