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
1201
$765K 0.01%
2,983
-1,267
1202
$765K 0.01%
33,212
-16,708
1203
$764K 0.01%
27,012
+4,421
1204
$763K 0.01%
21,798
-3,913
1205
$762K 0.01%
33,929
+687
1206
$762K 0.01%
+7,120
1207
$760K 0.01%
22,732
+642
1208
$755K 0.01%
13,975
-22
1209
$754K 0.01%
28,411
+4,907
1210
$754K 0.01%
7,668
+66
1211
$753K 0.01%
30,597
-3,236
1212
$753K 0.01%
3,087
-334
1213
$752K 0.01%
46,210
-15,313
1214
$752K 0.01%
2,009
-232
1215
$751K 0.01%
73,708
+421
1216
$751K 0.01%
14,715
-35,936
1217
$751K 0.01%
8,397
-714
1218
$744K 0.01%
37,721
+2,482
1219
$743K 0.01%
11,694
-2,281
1220
$740K 0.01%
21,807
-599
1221
$739K 0.01%
9,527
+2,072
1222
$739K 0.01%
+8,805
1223
$738K 0.01%
13,495
+704
1224
$737K 0.01%
8,242
+1,757
1225
$736K 0.01%
21,030
+3,490
47 48
49
50 51