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
1701
$321K ﹤0.01%
3,568
+80
1702
$320K ﹤0.01%
5,707
-2,519
1703
$320K ﹤0.01%
1,407
-380
1704
$319K ﹤0.01%
11,558
-1,560
1705
$319K ﹤0.01%
4,083
-6,424
1706
$319K ﹤0.01%
4,484
+592
1707
$319K ﹤0.01%
+6,347
1708
$319K ﹤0.01%
13,496
-7,555
1709
$319K ﹤0.01%
11,880
-2,673
1710
$319K ﹤0.01%
15,482
+1,623
1711
$318K ﹤0.01%
31,990
+1,417
1712
$317K ﹤0.01%
19,595
-478
1713
$317K ﹤0.01%
27,479
-1,120
1714
$317K ﹤0.01%
2,115
-58
1715
$317K ﹤0.01%
247
-133
1716
$317K ﹤0.01%
28,088
-18,573
1717
$316K ﹤0.01%
10,352
+402
1718
$316K ﹤0.01%
50,951
+4,990
1719
$316K ﹤0.01%
6,693
-650
1720
$315K ﹤0.01%
8,705
+250
1721
$314K ﹤0.01%
6,958
+1,047
1722
$314K ﹤0.01%
3,806
+468
1723
$312K ﹤0.01%
+6,368
1724
$312K ﹤0.01%
2,217
-304
1725
$311K ﹤0.01%
3,099
-372
67 68
69
70 71