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
726
$2.2M 0.02%
20,727
+8,331
727
$2.2M 0.02%
21,785
+3,160
728
$2.19M 0.02%
35,340
-5,378
729
$2.19M 0.02%
28,703
-6,463
730
$2.19M 0.02%
172,327
+5,877
731
$2.18M 0.02%
42,459
+13,737
732
$2.18M 0.02%
27,117
+15,973
733
$2.16M 0.02%
43,259
-638
734
$2.15M 0.02%
11,830
-3,003
735
$2.14M 0.02%
40,255
+7,630
736
$2.14M 0.02%
65,485
-558
737
$2.14M 0.02%
81,499
-902
738
$2.14M 0.02%
68,541
-3,350
739
$2.13M 0.02%
35,679
+410
740
$2.13M 0.02%
20,276
-6,229
741
$2.12M 0.02%
18,759
-1,168
742
$2.12M 0.02%
25,396
+392
743
$2.1M 0.02%
10,066
-264
744
$2.1M 0.02%
10,993
+141
745
$2.1M 0.02%
112,027
+14,821
746
$2.1M 0.02%
43,072
+744
747
$2.09M 0.02%
44,384
+5,510
748
$2.07M 0.02%
4
749
$2.07M 0.02%
70,762
-1,353
750
$2.07M 0.02%
59,057
+8,625
28 29
30
31 32