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
876
$1.59M 0.01%
82,629
+4,186
877
$1.59M 0.01%
35,059
+1,658
878
$1.58M 0.01%
18,645
+199
879
$1.57M 0.01%
85,419
+8,283
880
$1.57M 0.01%
3,398
+1,676
881
$1.57M 0.01%
74,424
+35,058
882
$1.56M 0.01%
25,668
+1,002
883
$1.56M 0.01%
29,981
+20,065
884
$1.55M 0.01%
18,668
+15,158
885
$1.55M 0.01%
19,737
+1,550
886
$1.55M 0.01%
30,554
+1,656
887
$1.54M 0.01%
24,142
-432
888
$1.54M 0.01%
13,795
-499
889
$1.54M 0.01%
53,282
-35,884
890
$1.54M 0.01%
13,800
-501
891
$1.54M 0.01%
4,663
-137
892
$1.54M 0.01%
4,714
-1,497
893
$1.54M 0.01%
36,937
+2,985
894
$1.52M 0.01%
10,237
+290
895
$1.52M 0.01%
14,202
+3,513
896
$1.51M 0.01%
55,504
+1,476
897
$1.51M 0.01%
17,865
+646
898
$1.49M 0.01%
24,018
-2,230
899
$1.49M 0.01%
43,226
+195
900
$1.49M 0.01%
6,599
+1,267
34 35
36
37 38