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
1801
$276K ﹤0.01%
35,397
+400
1802
$276K ﹤0.01%
39,359
-2,329
1803
$276K ﹤0.01%
+3,390
1804
$275K ﹤0.01%
1,758
-225
1805
$275K ﹤0.01%
4,738
-252
1806
$274K ﹤0.01%
6,001
-283
1807
$273K ﹤0.01%
54,670
-9,913
1808
$273K ﹤0.01%
3,088
+588
1809
$272K ﹤0.01%
236,825
+3,500
1810
$272K ﹤0.01%
12,574
-2,440
1811
$271K ﹤0.01%
27,691
-16,137
1812
$271K ﹤0.01%
44,377
+3,690
1813
$270K ﹤0.01%
5,969
+1,017
1814
$270K ﹤0.01%
29,889
-5,148
1815
$269K ﹤0.01%
4,561
+67
1816
$269K ﹤0.01%
1,071
-50
1817
$269K ﹤0.01%
3,431
+46
1818
$268K ﹤0.01%
8,348
+289
1819
$268K ﹤0.01%
7,115
+232
1820
$267K ﹤0.01%
4,601
-2,319
1821
$267K ﹤0.01%
7,750
-555
1822
$267K ﹤0.01%
2,004
-2,299
1823
$266K ﹤0.01%
4,486
-30
1824
$265K ﹤0.01%
1,625
-35
1825
$265K ﹤0.01%
7,690
-524
71 72
73
74 75