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
1076
$963K 0.01%
12,660
-573
1077
$963K 0.01%
4,280
-292
1078
$962K 0.01%
4,900
+70
1079
$959K 0.01%
7,923
+194
1080
$959K 0.01%
5,730
+286
1081
$955K 0.01%
19,740
-4,887
1082
$954K 0.01%
31,855
+1,100
1083
$948K 0.01%
39,637
-6,513
1084
$946K 0.01%
56,762
+4,443
1085
$943K 0.01%
15,809
-3,507
1086
$942K 0.01%
3,029
+656
1087
$942K 0.01%
36,967
-619
1088
$941K 0.01%
16,346
+1,567
1089
$941K 0.01%
6,694
+17
1090
$939K 0.01%
1,806,100
+71,659
1091
$935K 0.01%
36,180
-2,882
1092
$934K 0.01%
8,985
+631
1093
$934K 0.01%
16,451
+5,252
1094
$934K 0.01%
67,065
+5,862
1095
$932K 0.01%
6,084
-6,178
1096
$931K 0.01%
20,823
-14,620
1097
$930K 0.01%
25,100
-10,015
1098
$925K 0.01%
8,457
+459
1099
$920K 0.01%
5,014
-10,469
1100
$915K 0.01%
11,980
+208
42 43
44
45 46