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
1626
$361K ﹤0.01%
12,717
+362
1627
$361K ﹤0.01%
6,074
-12,830
1628
$360K ﹤0.01%
11,274
+874
1629
$360K ﹤0.01%
9,746
-4,218
1630
$360K ﹤0.01%
5,747
-792
1631
$359K ﹤0.01%
14,238
+1,686
1632
$358K ﹤0.01%
12,215
-13,935
1633
$358K ﹤0.01%
9,231
+2,215
1634
$357K ﹤0.01%
4,896
+53
1635
$357K ﹤0.01%
50,404
+1,552
1636
$356K ﹤0.01%
2,435
-837
1637
$356K ﹤0.01%
30,348
-275
1638
$355K ﹤0.01%
78,302
-18,016
1639
$355K ﹤0.01%
17,772
+2,148
1640
$355K ﹤0.01%
2,954
+439
1641
$354K ﹤0.01%
5,412
-3,066
1642
$354K ﹤0.01%
47,670
+200
1643
$353K ﹤0.01%
3,566
+61
1644
$353K ﹤0.01%
15,358
+1,791
1645
$352K ﹤0.01%
11,275
-512
1646
$352K ﹤0.01%
19,656
+2,515
1647
$351K ﹤0.01%
30,281
+7,644
1648
$351K ﹤0.01%
+8,864
1649
$350K ﹤0.01%
+13,028
1650
$349K ﹤0.01%
4,592
-2,533
64 65
66
67 68