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
1026
$1.09M 0.01%
52,385
+1,668
1027
$1.08M 0.01%
19,146
+4,944
1028
$1.08M 0.01%
26,310
+1,234
1029
$1.08M 0.01%
23,189
-533
1030
$1.08M 0.01%
36,847
-10,405
1031
$1.08M 0.01%
21,503
-7,023
1032
$1.07M 0.01%
128,237
-6,687
1033
$1.07M 0.01%
1,321
+129
1034
$1.06M 0.01%
13,106
-702
1035
$1.06M 0.01%
28,475
-22,249
1036
$1.06M 0.01%
25,399
-1,663
1037
$1.06M 0.01%
16,246
-549
1038
$1.06M 0.01%
11,976
+323
1039
$1.05M 0.01%
45,700
+536
1040
$1.05M 0.01%
23,775
-91
1041
$1.05M 0.01%
17,920
-22
1042
$1.05M 0.01%
38,896
-1,363
1043
$1.04M 0.01%
124,604
-3,548
1044
$1.04M 0.01%
37,717
+21,152
1045
$1.04M 0.01%
11,342
+447
1046
$1.03M 0.01%
3,213
-132
1047
$1.03M 0.01%
19,937
+13,812
1048
$1.03M 0.01%
16,563
+2,750
1049
$1.02M 0.01%
5,545
-1
1050
$1.02M 0.01%
7,371
+580
40 41
42
43 44