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
1826
$263K ﹤0.01%
10,123
-7,955
1827
$263K ﹤0.01%
26,463
-3,150
1828
$262K ﹤0.01%
3,960
-740
1829
$262K ﹤0.01%
10,275
1830
$262K ﹤0.01%
20,064
+5,700
1831
$261K ﹤0.01%
+1,700
1832
$261K ﹤0.01%
3,484
-1,528
1833
$261K ﹤0.01%
3,517
+3
1834
$260K ﹤0.01%
2,902
+185
1835
$260K ﹤0.01%
+4,610
1836
$259K ﹤0.01%
+10,244
1837
$259K ﹤0.01%
30,075
+1,235
1838
$258K ﹤0.01%
9,580
1839
$258K ﹤0.01%
+9,957
1840
$258K ﹤0.01%
8,263
+1
1841
$258K ﹤0.01%
3,215
+391
1842
$256K ﹤0.01%
5,972
+75
1843
$256K ﹤0.01%
+840
1844
$255K ﹤0.01%
10,716
+147
1845
$254K ﹤0.01%
49,447
+5,009
1846
$254K ﹤0.01%
3,544
-4,482
1847
$253K ﹤0.01%
9,702
-3,858
1848
$252K ﹤0.01%
133,533
+27,964
1849
$252K ﹤0.01%
15,215
+1,709
1850
$252K ﹤0.01%
+6,127
72 73
74
75 76