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
751
$2.06M 0.02%
31,010
-986
752
$2.06M 0.02%
27,463
+202
753
$2.06M 0.02%
64,748
-4,234
754
$2.06M 0.02%
59,809
+5,922
755
$2.06M 0.02%
32,521
+852
756
$2.06M 0.02%
+38,877
757
$2.05M 0.02%
10,132
-554
758
$2.05M 0.02%
61,755
-36,866
759
$2.05M 0.02%
9,120
+716
760
$2.04M 0.02%
13,421
+99
761
$2.04M 0.02%
7,086
+845
762
$2.04M 0.02%
114,704
+4,479
763
$2.04M 0.02%
204,343
-8,095
764
$2.03M 0.02%
46,715
+9
765
$2.02M 0.02%
39,985
+3,360
766
$2.01M 0.02%
51,559
-4,920
767
$2M 0.02%
13,567
-2,521
768
$2M 0.02%
177,684
-14,852
769
$1.99M 0.02%
46,585
+5,784
770
$1.99M 0.02%
19,811
+323
771
$1.99M 0.02%
27,270
-1,618
772
$1.98M 0.02%
43,184
+10,613
773
$1.98M 0.02%
25,624
+929
774
$1.98M 0.02%
21,097
-1,628
775
$1.97M 0.02%
19,948
+4,118
29 30
31
32 33