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
1301
$645K 0.01%
62,136
-196
1302
$644K 0.01%
2,176
+27
1303
$639K 0.01%
25,337
-611
1304
$638K 0.01%
3,088
-17
1305
$631K 0.01%
36,159
+3,081
1306
$631K 0.01%
21,298
+13,342
1307
$629K 0.01%
29,410
+894
1308
$629K 0.01%
7,895
-144
1309
$628K 0.01%
5,322
-205
1310
$628K 0.01%
69,427
+3,179
1311
$627K 0.01%
4,372
+472
1312
$627K 0.01%
7,247
-406
1313
$625K 0.01%
21,807
-1,174
1314
$624K 0.01%
12,521
+610
1315
$623K 0.01%
3,738
-240
1316
$623K 0.01%
7,814
+86
1317
$622K 0.01%
61,385
+13,504
1318
$621K 0.01%
13,448
1319
$621K 0.01%
107,058
-29,614
1320
$621K 0.01%
23,385
1321
$620K 0.01%
8,151
-1,334
1322
$620K 0.01%
3,927
-4
1323
$619K 0.01%
4,808
-876
1324
$619K 0.01%
16,062
+3,705
1325
$618K 0.01%
6,685
-590
51 52
53
54 55