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
1001
$1.15M 0.01%
46,712
+4,344
1002
$1.15M 0.01%
23,075
+3,793
1003
$1.14M 0.01%
47,294
+32,583
1004
$1.14M 0.01%
+23,665
1005
$1.13M 0.01%
3,433
+9
1006
$1.13M 0.01%
20,096
+3,260
1007
$1.13M 0.01%
7,045
-1,454
1008
$1.13M 0.01%
15,117
+4,088
1009
$1.13M 0.01%
21,261
-545
1010
$1.12M 0.01%
26,342
-30
1011
$1.12M 0.01%
31,395
+1,555
1012
$1.12M 0.01%
26,113
-1,355
1013
$1.11M 0.01%
6,667
+87
1014
$1.11M 0.01%
54,806
-19,965
1015
$1.11M 0.01%
2,901
-303
1016
$1.1M 0.01%
49,520
+7,626
1017
$1.1M 0.01%
35,844
+27,834
1018
$1.1M 0.01%
5,821
+490
1019
$1.1M 0.01%
9,804
-1,122
1020
$1.1M 0.01%
5,629
-419
1021
$1.1M 0.01%
20,639
+1,963
1022
$1.09M 0.01%
28,128
+4,556
1023
$1.09M 0.01%
+9,583
1024
$1.09M 0.01%
10,675
-1,177
1025
$1.09M 0.01%
13,171
-1,513
39 40
41
42 43