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
901
$1.48M 0.01%
34,345
+7,957
902
$1.48M 0.01%
42,473
+3,090
903
$1.47M 0.01%
8,796
-1,492
904
$1.47M 0.01%
9,410
-3,306
905
$1.47M 0.01%
33,914
+3,404
906
$1.47M 0.01%
9,681
-1,052
907
$1.46M 0.01%
43,633
+498
908
$1.46M 0.01%
28,525
-855
909
$1.46M 0.01%
68,236
+13
910
$1.45M 0.01%
51,688
-1,859
911
$1.45M 0.01%
61,791
-1,476
912
$1.45M 0.01%
69,740
+9,288
913
$1.44M 0.01%
31,425
-29,596
914
$1.44M 0.01%
11,875
+340
915
$1.44M 0.01%
114,875
-2,046
916
$1.44M 0.01%
4,267
+3,241
917
$1.43M 0.01%
184,091
-588
918
$1.43M 0.01%
105,893
+13,093
919
$1.43M 0.01%
41,590
+5,079
920
$1.43M 0.01%
54,907
+1,127
921
$1.43M 0.01%
113,627
-156,609
922
$1.43M 0.01%
44,924
+1,511
923
$1.42M 0.01%
41,545
-4,554
924
$1.42M 0.01%
5,435
+203
925
$1.42M 0.01%
78,528
+10,116
35 36
37
38 39