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
1601
$379K ﹤0.01%
12,802
-16,098
1602
$379K ﹤0.01%
11,142
+2,400
1603
$378K ﹤0.01%
5,568
-198
1604
$377K ﹤0.01%
15,000
+6,000
1605
$376K ﹤0.01%
4,165
+34
1606
$375K ﹤0.01%
6,027
-113
1607
$373K ﹤0.01%
13,276
-236
1608
$373K ﹤0.01%
+45,048
1609
$372K ﹤0.01%
29,042
-6,129
1610
$372K ﹤0.01%
35,671
-1,104
1611
$371K ﹤0.01%
62,404
-221
1612
$371K ﹤0.01%
38,271
+987
1613
$368K ﹤0.01%
2,342
+201
1614
$368K ﹤0.01%
1,934
-173
1615
$367K ﹤0.01%
3,513
+1,478
1616
$366K ﹤0.01%
+16,638
1617
$366K ﹤0.01%
6,906
+303
1618
$366K ﹤0.01%
1,907
+95
1619
$366K ﹤0.01%
8,575
+150
1620
$365K ﹤0.01%
11,870
-13,520
1621
$365K ﹤0.01%
2,777
+38
1622
$365K ﹤0.01%
40,365
+329
1623
$365K ﹤0.01%
21,061
+2,918
1624
$364K ﹤0.01%
2,487
+264
1625
$363K ﹤0.01%
+10,375
63 64
65
66 67