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
926
$1.42M 0.01%
28,915
+1,466
927
$1.42M 0.01%
61,202
+13,929
928
$1.41M 0.01%
40,040
-994
929
$1.4M 0.01%
41,213
+828
930
$1.4M 0.01%
42,040
+4,085
931
$1.4M 0.01%
277,388
-5,447
932
$1.4M 0.01%
17,147
-25
933
$1.4M 0.01%
45,155
+13,602
934
$1.39M 0.01%
50,483
+13,491
935
$1.38M 0.01%
9,592
-22,935
936
$1.38M 0.01%
46,854
+3,522
937
$1.37M 0.01%
+41,639
938
$1.37M 0.01%
42,364
+8,147
939
$1.37M 0.01%
74,505
-801
940
$1.36M 0.01%
23,136
+3,480
941
$1.36M 0.01%
6,546
-559
942
$1.36M 0.01%
40,285
-1,732
943
$1.35M 0.01%
86,217
-154,818
944
$1.35M 0.01%
87,936
+3,330
945
$1.35M 0.01%
84,647
-2,759
946
$1.34M 0.01%
65,863
-12,227
947
$1.34M 0.01%
29,745
+9,394
948
$1.33M 0.01%
31,247
+5,106
949
$1.33M 0.01%
37,085
-82
950
$1.33M 0.01%
44,943
+690
36 37
38
39 40