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
1851
$252K ﹤0.01%
3,299
-20
1852
$252K ﹤0.01%
4,018
+36
1853
$252K ﹤0.01%
16,052
+864
1854
$252K ﹤0.01%
1,030
+19
1855
$251K ﹤0.01%
2,732
-114
1856
$251K ﹤0.01%
4,222
-1,328
1857
$250K ﹤0.01%
5,734
+188
1858
$250K ﹤0.01%
+6,987
1859
$250K ﹤0.01%
+13,597
1860
$249K ﹤0.01%
13,611
-3,130
1861
$249K ﹤0.01%
13,465
+1,233
1862
$248K ﹤0.01%
4,826
+708
1863
$247K ﹤0.01%
6,026
-239
1864
$247K ﹤0.01%
32,827
+318
1865
$247K ﹤0.01%
7,289
+593
1866
$246K ﹤0.01%
21,467
+7,510
1867
$246K ﹤0.01%
1,992
-719
1868
$244K ﹤0.01%
6,294
-137
1869
$244K ﹤0.01%
8,390
+2,989
1870
$243K ﹤0.01%
7,067
-3,365
1871
$243K ﹤0.01%
+32,487
1872
$243K ﹤0.01%
5,636
+748
1873
$242K ﹤0.01%
7,079
+1,553
1874
$241K ﹤0.01%
4,024
-397
1875
$241K ﹤0.01%
+5,451
73 74
75
76 77