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
1151
$818K 0.01%
24,111
+7,108
1152
$818K 0.01%
26,887
-19,490
1153
$817K 0.01%
35,395
-445
1154
$817K 0.01%
29,770
-1,058
1155
$816K 0.01%
10,002
+1,126
1156
$816K 0.01%
10,744
-2,311
1157
$815K 0.01%
30,248
-2,014
1158
$815K 0.01%
31,232
-1,608
1159
$808K 0.01%
37,123
-1,365
1160
$807K 0.01%
36,713
+3,116
1161
$806K 0.01%
10,136
-3,119
1162
$806K 0.01%
+32,156
1163
$805K 0.01%
12,455
+3,704
1164
$804K 0.01%
7,307
+588
1165
$803K 0.01%
9,904
-100
1166
$802K 0.01%
14,394
+2,875
1167
$800K 0.01%
22,223
-2,876
1168
$800K 0.01%
+2,463
1169
$798K 0.01%
20,400
-396
1170
$798K 0.01%
10,297
-305
1171
$797K 0.01%
13,607
-798
1172
$797K 0.01%
13,329
-126
1173
$797K 0.01%
17,271
-7,000
1174
$796K 0.01%
14,037
-3,735
1175
$795K 0.01%
8,937
-289
45 46
47
48 49