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
1101
$915K 0.01%
15,223
-21,391
1102
$912K 0.01%
19,367
-2,117
1103
$912K 0.01%
7,530
-45
1104
$912K 0.01%
6,897
+308
1105
$907K 0.01%
34,806
-190
1106
$906K 0.01%
6,625
+1
1107
$902K 0.01%
9,618
-152
1108
$901K 0.01%
17,070
+247
1109
$901K 0.01%
10,643
+1,160
1110
$900K 0.01%
24,964
-6,468
1111
$896K 0.01%
34,528
-28,047
1112
$890K 0.01%
15,697
-2,577
1113
$888K 0.01%
27,130
-830
1114
$888K 0.01%
3,830
-376
1115
$883K 0.01%
17,962
-1,001
1116
$881K 0.01%
34,191
+4,599
1117
$879K 0.01%
5,253
+668
1118
$874K 0.01%
18,972
-3,388
1119
$874K 0.01%
15,506
-694
1120
$871K 0.01%
6,716
+1,127
1121
$870K 0.01%
34,052
+4,083
1122
$868K 0.01%
32,989
+7,247
1123
$868K 0.01%
8,875
-54
1124
$866K 0.01%
13,909
+101
1125
$866K 0.01%
38,919
-26,986
43 44
45
46 47