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
1451
$498K ﹤0.01%
3,592
-493
1452
$498K ﹤0.01%
7,810
-643
1453
$497K ﹤0.01%
3,190
+746
1454
$497K ﹤0.01%
2,252
+295
1455
$497K ﹤0.01%
13,493
+1,541
1456
$497K ﹤0.01%
+20,000
1457
$495K ﹤0.01%
21,076
+6,045
1458
$494K ﹤0.01%
8,602
+1,422
1459
$492K ﹤0.01%
2,223
-304
1460
$491K ﹤0.01%
10,522
-1,824
1461
$490K ﹤0.01%
8,296
+2,966
1462
$490K ﹤0.01%
+10,525
1463
$489K ﹤0.01%
36,254
+409
1464
$489K ﹤0.01%
+4,738
1465
$489K ﹤0.01%
36,432
+1,965
1466
$489K ﹤0.01%
5,111
-382
1467
$487K ﹤0.01%
15,065
-452
1468
$486K ﹤0.01%
10,513
-432
1469
$485K ﹤0.01%
71,768
-47,299
1470
$482K ﹤0.01%
+20,897
1471
$482K ﹤0.01%
16,884
-490
1472
$481K ﹤0.01%
27,196
-700
1473
$481K ﹤0.01%
4,885
-746
1474
$481K ﹤0.01%
6,563
-802
1475
$479K ﹤0.01%
15,684
-1,026
57 58
59
60 61