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
1551
$416K ﹤0.01%
+15,760
1552
$416K ﹤0.01%
+16,900
1553
$415K ﹤0.01%
24,649
-681
1554
$415K ﹤0.01%
18,745
+7,421
1555
$415K ﹤0.01%
62,726
-49
1556
$414K ﹤0.01%
10,203
+315
1557
$414K ﹤0.01%
7,637
+2,452
1558
$412K ﹤0.01%
11,816
+358
1559
$412K ﹤0.01%
3,800
+1,320
1560
$411K ﹤0.01%
8,048
-906
1561
$411K ﹤0.01%
3,959
-3,975
1562
$411K ﹤0.01%
9,757
+2,885
1563
$410K ﹤0.01%
12,459
+3,062
1564
$407K ﹤0.01%
23,618
+956
1565
$406K ﹤0.01%
+8,137
1566
$406K ﹤0.01%
10,334
-13,374
1567
$406K ﹤0.01%
16,877
+1,537
1568
$404K ﹤0.01%
4,850
-640
1569
$403K ﹤0.01%
17,474
+1,539
1570
$403K ﹤0.01%
3,523
-90
1571
$403K ﹤0.01%
+6,998
1572
$402K ﹤0.01%
12,264
-11,352
1573
$401K ﹤0.01%
5,585
+15
1574
$401K ﹤0.01%
12,567
-15,948
1575
$399K ﹤0.01%
+24,873
61 62
63
64 65