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
1426
$523K ﹤0.01%
4,659
-222
1427
$522K ﹤0.01%
+13,282
1428
$522K ﹤0.01%
10,321
+797
1429
$520K ﹤0.01%
14,505
+181
1430
$519K ﹤0.01%
25,344
-3,623
1431
$518K ﹤0.01%
12,026
+2,189
1432
$517K ﹤0.01%
44,572
+4,183
1433
$515K ﹤0.01%
13,827
-14,766
1434
$514K ﹤0.01%
28,405
+10,525
1435
$512K ﹤0.01%
102,470
1436
$512K ﹤0.01%
17,563
+560
1437
$508K ﹤0.01%
9,150
+597
1438
$507K ﹤0.01%
56,819
-12,710
1439
$506K ﹤0.01%
9,846
-2,795
1440
$505K ﹤0.01%
16,915
-14,030
1441
$505K ﹤0.01%
3,072
+228
1442
$504K ﹤0.01%
54,567
-245
1443
$503K ﹤0.01%
+22,217
1444
$503K ﹤0.01%
6,010
+29
1445
$502K ﹤0.01%
48,325
+4,550
1446
$501K ﹤0.01%
25,046
-4,141
1447
$500K ﹤0.01%
35,672
-1,097
1448
$500K ﹤0.01%
12,685
+359
1449
$499K ﹤0.01%
8,236
+89
1450
$499K ﹤0.01%
7,210
+290
56 57
58
59 60