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
776
$1.97M 0.02%
94,488
+1,130
777
$1.96M 0.02%
27,270
+1,551
778
$1.95M 0.02%
+65,681
779
$1.95M 0.02%
109,148
+69,620
780
$1.94M 0.02%
39,453
+14,929
781
$1.94M 0.02%
35,798
+22,203
782
$1.93M 0.02%
221,081
+31,877
783
$1.93M 0.02%
2,467
-175
784
$1.93M 0.02%
33,809
+1,214
785
$1.93M 0.02%
76,529
+1,852
786
$1.93M 0.02%
38,732
+588
787
$1.92M 0.02%
28,936
+724
788
$1.92M 0.02%
61,137
-705
789
$1.92M 0.02%
30,871
-17
790
$1.92M 0.02%
40,696
-1,417
791
$1.91M 0.02%
41,668
-21,269
792
$1.9M 0.02%
18,352
-93,025
793
$1.9M 0.02%
14,486
-1,057
794
$1.9M 0.02%
239,094
+6,985
795
$1.9M 0.02%
71,689
+1,450
796
$1.89M 0.02%
+67,862
797
$1.89M 0.02%
76,007
+1,387
798
$1.89M 0.02%
82,874
-14,489
799
$1.88M 0.02%
64,886
+4,896
800
$1.88M 0.02%
20,014
+4,262
30 31
32
33 34