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
1326
$617K 0.01%
7,350
+196
1327
$616K 0.01%
27,601
-95,087
1328
$616K 0.01%
3,656
-167
1329
$615K 0.01%
13,927
-944
1330
$613K 0.01%
10,875
+928
1331
$611K 0.01%
28,804
+1,130
1332
$611K 0.01%
33,973
+4,761
1333
$611K 0.01%
15,304
-3,917
1334
$610K 0.01%
12,399
+1,567
1335
$610K 0.01%
52,308
-6,130
1336
$610K 0.01%
3,368
+33
1337
$609K 0.01%
7,853
-14,412
1338
$608K 0.01%
37,825
+1,965
1339
$608K 0.01%
55,592
+9,409
1340
$607K 0.01%
18,335
+7,990
1341
$607K 0.01%
65,737
-38,119
1342
$607K 0.01%
23,064
-350
1343
$607K 0.01%
10,066
+5,397
1344
$606K 0.01%
+22,141
1345
$605K 0.01%
16,846
-367
1346
$604K 0.01%
16,742
-3,054
1347
$603K 0.01%
24,607
-1,699
1348
$602K 0.01%
5,685
+1,176
1349
$602K 0.01%
8,670
-364
1350
$601K 0.01%
26,059
+4,826
52 53
54
55 56