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
1476
$478K ﹤0.01%
19,000
1477
$476K ﹤0.01%
14,022
-208
1478
$476K ﹤0.01%
19,000
1479
$476K ﹤0.01%
43,520
-75,429
1480
$475K ﹤0.01%
+16,990
1481
$474K ﹤0.01%
2,370
-13
1482
$473K ﹤0.01%
1,777
-255
1483
$472K ﹤0.01%
4,914
-292
1484
$471K ﹤0.01%
24,948
-8,341
1485
$468K ﹤0.01%
8,622
-23
1486
$468K ﹤0.01%
13,970
+270
1487
$467K ﹤0.01%
34,814
-4,076
1488
$466K ﹤0.01%
8,484
+145
1489
$465K ﹤0.01%
7,382
-868
1490
$464K ﹤0.01%
4,836
+204
1491
$463K ﹤0.01%
12,152
+5,924
1492
$462K ﹤0.01%
19,838
+2,080
1493
$460K ﹤0.01%
5,283
+686
1494
$459K ﹤0.01%
15,068
+7,212
1495
$459K ﹤0.01%
+16,045
1496
$458K ﹤0.01%
22,594
-7,514
1497
$458K ﹤0.01%
10,010
+10
1498
$457K ﹤0.01%
12,961
+530
1499
$457K ﹤0.01%
4,184
-234
1500
$456K ﹤0.01%
48,756
-47,958
58 59
60
61 62