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
1726
$311K ﹤0.01%
21,382
+8,192
1727
$311K ﹤0.01%
15,175
+1,301
1728
$310K ﹤0.01%
8,037
+228
1729
$309K ﹤0.01%
14,618
+2,519
1730
$308K ﹤0.01%
3,029
-1,442
1731
$307K ﹤0.01%
8,443
1732
$307K ﹤0.01%
+14,569
1733
$307K ﹤0.01%
11,680
-5,784
1734
$306K ﹤0.01%
37,030
+4,251
1735
$305K ﹤0.01%
+24,778
1736
$304K ﹤0.01%
3,582
-1,547
1737
$304K ﹤0.01%
+14,324
1738
$303K ﹤0.01%
27,737
-5,662
1739
$303K ﹤0.01%
10,032
-395,002
1740
$303K ﹤0.01%
6,337
+106
1741
$303K ﹤0.01%
+14,939
1742
$303K ﹤0.01%
2,760
-730
1743
$302K ﹤0.01%
17,759
-3,306
1744
$302K ﹤0.01%
4,415
+150
1745
$302K ﹤0.01%
5,220
-167
1746
$302K ﹤0.01%
2,779
-41
1747
$301K ﹤0.01%
5,291
+1,427
1748
$301K ﹤0.01%
12,745
-181
1749
$301K ﹤0.01%
6,734
+638
1750
$301K ﹤0.01%
22,344
-1,574
68 69
70
71 72