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
1226
$734K 0.01%
17,597
+6,297
1227
$733K 0.01%
15,649
+54
1228
$733K 0.01%
2,952
-335
1229
$732K 0.01%
1,953
+67
1230
$731K 0.01%
34,579
+1,464
1231
$730K 0.01%
+17,236
1232
$730K 0.01%
23,956
+11,141
1233
$730K 0.01%
16,357
+262
1234
$728K 0.01%
5,358
-99
1235
$726K 0.01%
8,494
+4,210
1236
$725K 0.01%
30,896
-4,946
1237
$725K 0.01%
13,713
+11
1238
$724K 0.01%
40,180
+680
1239
$721K 0.01%
26,367
+4,424
1240
$720K 0.01%
65,966
+180
1241
$716K 0.01%
8,842
+2,457
1242
$713K 0.01%
15,758
-1,336
1243
$713K 0.01%
8,176
+1,151
1244
$712K 0.01%
58,828
-520
1245
$711K 0.01%
11,446
+1,709
1246
$709K 0.01%
11,002
+487
1247
$709K 0.01%
17,850
+5,557
1248
$708K 0.01%
64,556
+2,655
1249
$708K 0.01%
4,928
-1,972
1250
$708K 0.01%
57,206
+31
48 49
50
51 52