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
1051
$1.02M 0.01%
12,442
+419
1052
$1.02M 0.01%
37,172
+11,085
1053
$1.02M 0.01%
8,233
+1,069
1054
$1.02M 0.01%
20,367
+1,637
1055
$1.02M 0.01%
26,769
-1,999
1056
$1.01M 0.01%
40,767
+3,593
1057
$1.01M 0.01%
6,046
-154
1058
$1.01M 0.01%
10,162
-66
1059
$1.01M 0.01%
+27,837
1060
$1M 0.01%
9,187
-794
1061
$1M 0.01%
1,856
-388
1062
$999K 0.01%
11,933
+222
1063
$997K 0.01%
91,910
+1,151
1064
$996K 0.01%
15,733
+1,287
1065
$995K 0.01%
38,483
+547
1066
$988K 0.01%
24,588
+7,309
1067
$987K 0.01%
1,855
-285
1068
$982K 0.01%
16,848
-988
1069
$981K 0.01%
105,943
-2,414
1070
$977K 0.01%
12,717
-966
1071
$977K 0.01%
9,048
-2,067
1072
$976K 0.01%
7,070
+259
1073
$969K 0.01%
22,635
-1,923
1074
$967K 0.01%
29,818
+2,742
1075
$966K 0.01%
9,266
-606
41 42
43
44 45