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
1876
$241K ﹤0.01%
+6,181
1877
$241K ﹤0.01%
2,523
+229
1878
$240K ﹤0.01%
4,023
1879
$240K ﹤0.01%
+9,730
1880
$239K ﹤0.01%
6,144
-660
1881
$239K ﹤0.01%
30,819
-12,782
1882
$239K ﹤0.01%
+3,640
1883
$238K ﹤0.01%
2,864
-2,207
1884
$238K ﹤0.01%
+730
1885
$238K ﹤0.01%
+2,084
1886
$238K ﹤0.01%
30,887
+2,300
1887
$238K ﹤0.01%
8,951
+4
1888
$237K ﹤0.01%
9,913
+850
1889
$237K ﹤0.01%
+3,720
1890
$236K ﹤0.01%
14,520
+1,471
1891
$234K ﹤0.01%
14,890
-1,117
1892
$234K ﹤0.01%
4,715
+540
1893
$233K ﹤0.01%
25,551
-795
1894
$233K ﹤0.01%
+2,212
1895
$233K ﹤0.01%
8,000
1896
$233K ﹤0.01%
47,477
-550
1897
$233K ﹤0.01%
+5,363
1898
$232K ﹤0.01%
2,771
+62
1899
$232K ﹤0.01%
4,144
-6,861
1900
$231K ﹤0.01%
2,480
+201
74 75
76
77 78