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
1501
$456K ﹤0.01%
20,182
-8,173
1502
$455K ﹤0.01%
13,103
-45,854
1503
$455K ﹤0.01%
38,322
+5
1504
$454K ﹤0.01%
77,113
+11,543
1505
$454K ﹤0.01%
+15,755
1506
$453K ﹤0.01%
6,045
-1,244
1507
$450K ﹤0.01%
2,088
-2,073
1508
$449K ﹤0.01%
5,492
+618
1509
$446K ﹤0.01%
5,168
-1,525
1510
$446K ﹤0.01%
5,524
-31
1511
$445K ﹤0.01%
16,426
-100
1512
$445K ﹤0.01%
3,874
-46
1513
$445K ﹤0.01%
6,648
-729
1514
$444K ﹤0.01%
4,751
+75
1515
$444K ﹤0.01%
19,650
+5,444
1516
$444K ﹤0.01%
40,156
+7,158
1517
$442K ﹤0.01%
32,336
-540
1518
$442K ﹤0.01%
32,832
+32
1519
$441K ﹤0.01%
15,543
-472
1520
$440K ﹤0.01%
14,166
+3,908
1521
$440K ﹤0.01%
9,455
+2,330
1522
$440K ﹤0.01%
26,173
+6,781
1523
$439K ﹤0.01%
9,193
-3,470
1524
$439K ﹤0.01%
28,554
+5,010
1525
$438K ﹤0.01%
50,288
+601
59 60
61
62 63