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
826
$1.74M 0.01%
116,771
+997
827
$1.74M 0.01%
51,444
+2,482
828
$1.74M 0.01%
19,203
+1,277
829
$1.73M 0.01%
108,997
-22,930
830
$1.73M 0.01%
59,961
+6,100
831
$1.73M 0.01%
43,110
+2,096
832
$1.72M 0.01%
42,296
-1,863
833
$1.72M 0.01%
27,079
+5,979
834
$1.72M 0.01%
+61,782
835
$1.72M 0.01%
9,277
-43
836
$1.71M 0.01%
32,447
+12,401
837
$1.71M 0.01%
126,180
+3,966
838
$1.71M 0.01%
65,317
-36,852
839
$1.71M 0.01%
15,450
-1,141
840
$1.71M 0.01%
35,323
-22,297
841
$1.71M 0.01%
+70,781
842
$1.69M 0.01%
53,124
-5,791
843
$1.68M 0.01%
43,837
-829
844
$1.68M 0.01%
53,031
+3,070
845
$1.68M 0.01%
54,569
-3,378
846
$1.68M 0.01%
118,463
+15,586
847
$1.67M 0.01%
+80,255
848
$1.67M 0.01%
9,034
+28
849
$1.67M 0.01%
49,944
+3,579
850
$1.67M 0.01%
65,860
-570
32 33
34
35 36