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
1651
$349K ﹤0.01%
19,559
+659
1652
$349K ﹤0.01%
44,790
-14,082
1653
$349K ﹤0.01%
12,480
+1,659
1654
$348K ﹤0.01%
6,777
-7,527
1655
$348K ﹤0.01%
5,215
+167
1656
$347K ﹤0.01%
9,456
+2,797
1657
$347K ﹤0.01%
3,639
+973
1658
$346K ﹤0.01%
789
+75
1659
$346K ﹤0.01%
26,847
-462
1660
$344K ﹤0.01%
20,837
+91
1661
$343K ﹤0.01%
1,287
+137
1662
$343K ﹤0.01%
9,045
+497
1663
$342K ﹤0.01%
11,047
-27,725
1664
$342K ﹤0.01%
5,222
-731
1665
$338K ﹤0.01%
10,695
-1
1666
$338K ﹤0.01%
5,301
-1,338
1667
$337K ﹤0.01%
4,283
+109
1668
$336K ﹤0.01%
9,961
-3,423
1669
$335K ﹤0.01%
5,708
+44
1670
$335K ﹤0.01%
12,260
+1,964
1671
$335K ﹤0.01%
10,387
-20,248
1672
$335K ﹤0.01%
12,621
-267
1673
$334K ﹤0.01%
18,208
1674
$334K ﹤0.01%
33,736
+8,710
1675
$334K ﹤0.01%
5,903
-168
65 66
67
68 69