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
951
$1.32M 0.01%
15,640
-1,130
952
$1.32M 0.01%
35,368
-1,440
953
$1.32M 0.01%
11,687
+1,339
954
$1.31M 0.01%
4,458
+60
955
$1.3M 0.01%
9,998
+1,125
956
$1.3M 0.01%
5,538
+1,369
957
$1.3M 0.01%
51,940
+4,703
958
$1.29M 0.01%
9,302
-87
959
$1.29M 0.01%
15,936
+576
960
$1.28M 0.01%
22,363
-5
961
$1.27M 0.01%
10,947
-5,125
962
$1.27M 0.01%
3,326
+79
963
$1.27M 0.01%
5,077
-1,312
964
$1.26M 0.01%
18,185
+10,126
965
$1.26M 0.01%
4,642
-254
966
$1.26M 0.01%
70,248
-1,726
967
$1.25M 0.01%
11,554
+589
968
$1.25M 0.01%
58,331
-19,116
969
$1.24M 0.01%
37,956
+850
970
$1.24M 0.01%
36,644
-32,977
971
$1.24M 0.01%
65,650
-2,636
972
$1.23M 0.01%
131,072
+22,500
973
$1.23M 0.01%
18,934
+2,321
974
$1.22M 0.01%
11,040
+2,846
975
$1.22M 0.01%
7,380
+662
37 38
39
40 41