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
126
$18M 0.15%
243,358
-27,181
127
$17.8M 0.15%
428,450
+29,299
128
$17.4M 0.15%
70,597
+638
129
$17.4M 0.15%
82,255
-3,993
130
$17.3M 0.15%
194,157
-2,740
131
$17.3M 0.15%
393,190
+10,650
132
$17M 0.14%
172,058
+3,184
133
$17M 0.14%
569,985
+5,636
134
$17M 0.14%
278,126
-1,253
135
$16.9M 0.14%
589,202
+270
136
$16.9M 0.14%
287,532
+6,969
137
$16.8M 0.14%
105,735
+5,396
138
$16.4M 0.14%
507,389
+29,110
139
$16.3M 0.14%
109,161
+12,703
140
$16.3M 0.14%
33,276
+979
141
$16M 0.13%
264,992
+18,759
142
$15.8M 0.13%
35,766
-2,865
143
$15.5M 0.13%
573,881
+36,114
144
$15.5M 0.13%
293,588
-24,252
145
$15.4M 0.13%
372,308
+48,315
146
$15.4M 0.13%
305,109
+245,680
147
$15.2M 0.13%
134,530
+8,747
148
$15.2M 0.13%
216,858
+25,978
149
$15.1M 0.13%
428,041
+45,848
150
$14.9M 0.12%
296,042
-43,077
4 5
6
7 8