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
1751
$300K ﹤0.01%
6,993
-1,400
1752
$300K ﹤0.01%
6,968
-489
1753
$300K ﹤0.01%
6,671
-13,159
1754
$300K ﹤0.01%
24,558
1755
$300K ﹤0.01%
10,778
+148
1756
$299K ﹤0.01%
37,162
+1,913
1757
$299K ﹤0.01%
20,839
-2,514
1758
$299K ﹤0.01%
9,101
-8,770
1759
$298K ﹤0.01%
7,891
+1,751
1760
$298K ﹤0.01%
5,835
+193
1761
$296K ﹤0.01%
3,277
-599
1762
$295K ﹤0.01%
3,237
+69
1763
$294K ﹤0.01%
10,239
1764
$294K ﹤0.01%
7,387
-15,900
1765
$294K ﹤0.01%
10,750
+1,075
1766
$294K ﹤0.01%
4,265
+249
1767
$294K ﹤0.01%
10,319
+891
1768
$292K ﹤0.01%
13,227
-1,928
1769
$292K ﹤0.01%
4,668
+220
1770
$291K ﹤0.01%
9,540
-7,600
1771
$291K ﹤0.01%
+7,793
1772
$291K ﹤0.01%
29,282
+76
1773
$290K ﹤0.01%
14,234
+355
1774
$290K ﹤0.01%
3,812
-1,062
1775
$289K ﹤0.01%
1,553
+152
69 70
71
72 73