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
976
$1.22M 0.01%
37,899
+12,021
977
$1.21M 0.01%
63,479
+3,466
978
$1.21M 0.01%
38,146
+5,262
979
$1.21M 0.01%
6,616
+321
980
$1.2M 0.01%
30,030
-880
981
$1.2M 0.01%
7,414
+801
982
$1.2M 0.01%
12,183
+1,544
983
$1.19M 0.01%
31,661
-27,989
984
$1.19M 0.01%
11,181
-2,713
985
$1.19M 0.01%
14,731
+2,500
986
$1.19M 0.01%
35,583
+2,567
987
$1.19M 0.01%
10,434
-9,885
988
$1.19M 0.01%
24,856
+7,102
989
$1.18M 0.01%
31,406
-453
990
$1.18M 0.01%
4,135
-61
991
$1.18M 0.01%
18,343
-5,340
992
$1.17M 0.01%
8,337
+415
993
$1.17M 0.01%
5,369
-354
994
$1.17M 0.01%
48,101
+3,131
995
$1.17M 0.01%
40,425
996
$1.16M 0.01%
69,288
+15,458
997
$1.16M 0.01%
67,137
+21,173
998
$1.16M 0.01%
54,629
-4,667
999
$1.15M 0.01%
17,686
-740
1000
$1.15M 0.01%
19,894
+2,141
38 39
40
41 42