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
1351
$600K 0.01%
35,419
-3,608
1352
$596K 0.01%
20,625
+657
1353
$594K 0.01%
16,467
-506
1354
$591K 0.01%
1,559
-104
1355
$591K 0.01%
+2,348
1356
$590K 0.01%
61,403
+6,151
1357
$588K ﹤0.01%
15,615
-1,456
1358
$588K ﹤0.01%
51,372
+9,993
1359
$587K ﹤0.01%
1,429
+293
1360
$587K ﹤0.01%
2,792
+993
1361
$587K ﹤0.01%
8,697
+1,525
1362
$585K ﹤0.01%
7,140
-284
1363
$585K ﹤0.01%
5,511
-2,591
1364
$584K ﹤0.01%
53,855
-54
1365
$581K ﹤0.01%
6,944
-6,798
1366
$581K ﹤0.01%
38,968
-759
1367
$579K ﹤0.01%
36,165
1368
$578K ﹤0.01%
9,630
-144
1369
$578K ﹤0.01%
27,640
-5,153
1370
$577K ﹤0.01%
5,752
+97
1371
$576K ﹤0.01%
21,054
-254
1372
$575K ﹤0.01%
44,060
-1,974
1373
$572K ﹤0.01%
12,793
+1,654
1374
$572K ﹤0.01%
3,482
-126
1375
$570K ﹤0.01%
33,807
-8,897
53 54
55
56 57