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
151
$14.6M 0.12%
427,873
-46,404
152
$14.4M 0.12%
431,845
-294
153
$14.2M 0.12%
189,353
+70,527
154
$14.2M 0.12%
144,481
+238
155
$13.9M 0.12%
547,269
+69,727
156
$13.9M 0.12%
125,389
+28,797
157
$13.7M 0.12%
125,739
-3,646
158
$13.7M 0.12%
139,978
-21,906
159
$13.6M 0.11%
480,867
-466,262
160
$13.6M 0.11%
61,059
+4,862
161
$13.5M 0.11%
324,490
+6,934
162
$13.4M 0.11%
842,289
-73,747
163
$13.4M 0.11%
142,349
+1,885
164
$13.4M 0.11%
116,038
+24,937
165
$13.3M 0.11%
183,103
-90
166
$13.2M 0.11%
265,672
+522
167
$13.2M 0.11%
590,166
+20,001
168
$13.2M 0.11%
110,662
+3,953
169
$13.1M 0.11%
150,558
+1,741
170
$13.1M 0.11%
90,861
-4,064
171
$13.1M 0.11%
135,374
-5,529
172
$12.9M 0.11%
134,025
-190,175
173
$12.9M 0.11%
146,453
+90
174
$12.8M 0.11%
407,084
+14,592
175
$12.7M 0.11%
126,256
-8,242
5 6
7
8 9