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
1951
$212K ﹤0.01%
4,659
-693
1952
$212K ﹤0.01%
+5,700
1953
$211K ﹤0.01%
+2,523
1954
$211K ﹤0.01%
+1,504
1955
$211K ﹤0.01%
+6,877
1956
$210K ﹤0.01%
8,308
+122
1957
$210K ﹤0.01%
+7,896
1958
$210K ﹤0.01%
2,794
-453
1959
$209K ﹤0.01%
4,057
-2,330
1960
$209K ﹤0.01%
7,346
+16
1961
$209K ﹤0.01%
3,286
-138
1962
$209K ﹤0.01%
+5,300
1963
$208K ﹤0.01%
+1,885
1964
$208K ﹤0.01%
+6,210
1965
$208K ﹤0.01%
+15,401
1966
$207K ﹤0.01%
+2,477
1967
$207K ﹤0.01%
+3,509
1968
$207K ﹤0.01%
10,035
+289
1969
$207K ﹤0.01%
36,241
-9,331
1970
$207K ﹤0.01%
+2,129
1971
$206K ﹤0.01%
10,046
-650
1972
$206K ﹤0.01%
8,827
-1,162
1973
$206K ﹤0.01%
+3,663
1974
$206K ﹤0.01%
2,608
+91
1975
$205K ﹤0.01%
15,223
+1,096
77 78
79
80 81