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
1251
$708K 0.01%
5,884
-3,433
1252
$707K 0.01%
26,145
-298
1253
$707K 0.01%
+16,170
1254
$706K 0.01%
5,159
-254
1255
$705K 0.01%
24,258
+1,024
1256
$705K 0.01%
4,754
+460
1257
$704K 0.01%
537
-18
1258
$704K 0.01%
23,936
-216
1259
$703K 0.01%
12,210
-3,715
1260
$699K 0.01%
26,746
-1,084
1261
$699K 0.01%
27,202
+2,486
1262
$696K 0.01%
14,223
-13,704
1263
$693K 0.01%
7,158
+2,059
1264
$693K 0.01%
19,843
-365,032
1265
$692K 0.01%
12,363
-1,621
1266
$691K 0.01%
52,735
-104
1267
$691K 0.01%
17,496
+2,860
1268
$689K 0.01%
13,089
-2,227
1269
$688K 0.01%
20,495
+1,555
1270
$685K 0.01%
7,893
+130
1271
$684K 0.01%
19,380
+2,537
1272
$684K 0.01%
13,913
-2,142
1273
$684K 0.01%
1,754
+160
1274
$682K 0.01%
12,342
-2,168
1275
$682K 0.01%
493
+1
49 50
51
52 53