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
1926
$221K ﹤0.01%
19,692
-1,776
1927
$221K ﹤0.01%
+5,012
1928
$220K ﹤0.01%
3,524
-96
1929
$220K ﹤0.01%
+1,479
1930
$220K ﹤0.01%
11,866
+23
1931
$220K ﹤0.01%
6,493
1932
$219K ﹤0.01%
7,530
-759
1933
$219K ﹤0.01%
3,231
-62
1934
$218K ﹤0.01%
+4,782
1935
$217K ﹤0.01%
+5,005
1936
$217K ﹤0.01%
1,156
+258
1937
$217K ﹤0.01%
+5,716
1938
$217K ﹤0.01%
+6,972
1939
$217K ﹤0.01%
+4,279
1940
$215K ﹤0.01%
7,916
-354
1941
$214K ﹤0.01%
2,619
+110
1942
$213K ﹤0.01%
+4,753
1943
$213K ﹤0.01%
48,944
-6,461
1944
$213K ﹤0.01%
17,962
-1,587
1945
$213K ﹤0.01%
+2,163
1946
$212K ﹤0.01%
+1,061
1947
$212K ﹤0.01%
18,846
-3,548
1948
$212K ﹤0.01%
5,616
-309
1949
$212K ﹤0.01%
+4,236
1950
$212K ﹤0.01%
2,412
-1,026
76 77
78
79 80