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
1401
$547K ﹤0.01%
1,649
-249
1402
$547K ﹤0.01%
11,913
+1,300
1403
$546K ﹤0.01%
35,325
+2,742
1404
$544K ﹤0.01%
4,791
-152
1405
$543K ﹤0.01%
5,146
-203
1406
$543K ﹤0.01%
9,734
-1,285
1407
$542K ﹤0.01%
3,157
-2,832
1408
$542K ﹤0.01%
6,231
+3,354
1409
$542K ﹤0.01%
14,877
+2,984
1410
$542K ﹤0.01%
6,846
+28
1411
$538K ﹤0.01%
13,307
+517
1412
$535K ﹤0.01%
7,480
-427
1413
$535K ﹤0.01%
6,606
-449
1414
$533K ﹤0.01%
9,351
-35
1415
$532K ﹤0.01%
9,773
-4,459
1416
$532K ﹤0.01%
3,574
-522
1417
$531K ﹤0.01%
7,300
-1,218
1418
$530K ﹤0.01%
+5,801
1419
$529K ﹤0.01%
14,505
+6
1420
$528K ﹤0.01%
1,603
-218
1421
$528K ﹤0.01%
31,083
+18,009
1422
$526K ﹤0.01%
7,910
-237
1423
$526K ﹤0.01%
22,907
-5,169
1424
$526K ﹤0.01%
1,746
+81
1425
$525K ﹤0.01%
19,179
+9,057
55 56
57
58 59