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
801
$1.87M 0.02%
56,621
+442
802
$1.85M 0.02%
3,948
-826
803
$1.85M 0.02%
39,598
-15,785
804
$1.85M 0.02%
31,707
-1,648
805
$1.84M 0.02%
55,055
-6,591
806
$1.84M 0.02%
15,887
-7,003
807
$1.83M 0.02%
45,668
-1,733
808
$1.83M 0.02%
14,421
-1,350
809
$1.83M 0.02%
68,934
-2,825
810
$1.82M 0.02%
31,842
-27,251
811
$1.82M 0.02%
72,560
-26,874
812
$1.82M 0.02%
29,172
-1,179
813
$1.81M 0.02%
5,156
+316
814
$1.8M 0.02%
23,881
-49,687
815
$1.8M 0.02%
18,401
+1,176
816
$1.8M 0.02%
12,099
+3,560
817
$1.8M 0.02%
58,745
+2,475
818
$1.8M 0.02%
10,377
+2,384
819
$1.79M 0.02%
61,396
+9,555
820
$1.78M 0.01%
12,212
+6,000
821
$1.77M 0.01%
59,755
-981
822
$1.76M 0.01%
214,584
+16,850
823
$1.75M 0.01%
87,833
-6,759
824
$1.75M 0.01%
11,909
-450
825
$1.75M 0.01%
+67,919
31 32
33
34 35