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
101
$22.8M 0.19%
612,339
+56,175
102
$22.8M 0.19%
140,168
+11,458
103
$22.5M 0.19%
432,371
+238,027
104
$22.5M 0.19%
99,502
-304
105
$22.4M 0.19%
202,678
+20,975
106
$22.3M 0.19%
48,425
+2,330
107
$22.3M 0.19%
297,323
+31,848
108
$21.9M 0.18%
90,383
+317
109
$21.9M 0.18%
240,136
+1,519
110
$21.6M 0.18%
355,839
+8,090
111
$21.4M 0.18%
465,153
-17,150
112
$21.1M 0.18%
408,734
-24,185
113
$21M 0.18%
113,391
+1,339
114
$20.9M 0.18%
101,365
+3,686
115
$20.6M 0.17%
272,864
+14,670
116
$20.6M 0.17%
476,115
-29,874
117
$20.1M 0.17%
418,232
+6,749
118
$20.1M 0.17%
176,080
-7,028
119
$20M 0.17%
401,880
+144,866
120
$19.9M 0.17%
610,893
+62,260
121
$19.6M 0.17%
80,564
+1,968
122
$19M 0.16%
234,128
-24,885
123
$19M 0.16%
63,684
+744
124
$18.2M 0.15%
210,755
-9,894
125
$18.1M 0.15%
96,733
+4,994
3 4
5
6 7