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
1676
$331K ﹤0.01%
3,940
-30
1677
$330K ﹤0.01%
1,681
-80
1678
$329K ﹤0.01%
27,868
+1,017
1679
$329K ﹤0.01%
3,024
-83
1680
$329K ﹤0.01%
16,674
+116
1681
$329K ﹤0.01%
15,108
-81
1682
$328K ﹤0.01%
3,786
-1,858
1683
$328K ﹤0.01%
+9,420
1684
$328K ﹤0.01%
10,811
+258
1685
$327K ﹤0.01%
33,391
+432
1686
$327K ﹤0.01%
5,468
-5,407
1687
$326K ﹤0.01%
+10,957
1688
$325K ﹤0.01%
146,377
+12,853
1689
$323K ﹤0.01%
+3,969
1690
$323K ﹤0.01%
8,500
-2,314
1691
$323K ﹤0.01%
2,253
-156
1692
$322K ﹤0.01%
15,240
+282
1693
$322K ﹤0.01%
+3,333
1694
$322K ﹤0.01%
13,684
-10,936
1695
$322K ﹤0.01%
135,200
-6,400
1696
$321K ﹤0.01%
+8,972
1697
$321K ﹤0.01%
3,547
+292
1698
$321K ﹤0.01%
3,704
-173
1699
$321K ﹤0.01%
6,034
+1,074
1700
$321K ﹤0.01%
2,179
+439
66 67
68
69 70