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
1901
$231K ﹤0.01%
575
-149
1902
$231K ﹤0.01%
+11,613
1903
$230K ﹤0.01%
1,937
-2,897
1904
$230K ﹤0.01%
10,039
-13,519
1905
$230K ﹤0.01%
9,662
+1,225
1906
$229K ﹤0.01%
5,082
1907
$229K ﹤0.01%
1,734
-3,700
1908
$228K ﹤0.01%
5,139
-963
1909
$228K ﹤0.01%
+5,891
1910
$228K ﹤0.01%
15,466
-1,556
1911
$227K ﹤0.01%
419
+25
1912
$226K ﹤0.01%
+2,386
1913
$226K ﹤0.01%
14,987
-304
1914
$226K ﹤0.01%
3,562
-1,572
1915
$225K ﹤0.01%
+3,514
1916
$225K ﹤0.01%
+9,035
1917
$225K ﹤0.01%
4,176
-24,206
1918
$225K ﹤0.01%
10,850
-33,420
1919
$224K ﹤0.01%
11,702
+99
1920
$223K ﹤0.01%
11,475
+638
1921
$223K ﹤0.01%
+7,871
1922
$223K ﹤0.01%
11,327
+1,057
1923
$222K ﹤0.01%
4,438
-286
1924
$221K ﹤0.01%
4,761
-139,637
1925
$221K ﹤0.01%
+6,950
75 76
77
78 79