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
76
$28.8M 0.24%
313,765
-791,913
77
$28.4M 0.24%
262,929
+3,041
78
$28.3M 0.24%
563,324
+279,535
79
$28.3M 0.24%
186,203
+7,654
80
$28M 0.24%
345,670
-71,485
81
$27.7M 0.23%
171,808
-476
82
$27.6M 0.23%
1,017,114
+36,136
83
$27.3M 0.23%
262,046
-47,442
84
$26.1M 0.22%
212,634
-3,861
85
$25.9M 0.22%
298,140
+2,840
86
$25M 0.21%
299,506
-211
87
$24.9M 0.21%
185,113
-10,548
88
$24.8M 0.21%
163,214
+13,685
89
$24.8M 0.21%
429,350
+2,432
90
$24.6M 0.21%
111,950
+3,124
91
$24.3M 0.2%
1,360,872
-273,232
92
$24.2M 0.2%
61,636
-1,533
93
$23.8M 0.2%
474,177
+24,685
94
$23.3M 0.2%
67,648
-9,060
95
$23.2M 0.2%
391,292
+11,149
96
$23.2M 0.2%
43,147
+306
97
$23.1M 0.19%
139,469
+5,399
98
$23M 0.19%
351,648
+2,115
99
$22.8M 0.19%
397,363
-3,148
100
$22.8M 0.19%
127,840
+3,530
2 3
4
5 6