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
176
$12.7M 0.11%
394,765
-18,735
177
$12.4M 0.1%
52,506
+7,863
178
$12.3M 0.1%
499,074
-26,003
179
$12.2M 0.1%
30,180
-2,269
180
$12.2M 0.1%
464,380
+155,274
181
$12.1M 0.1%
67,503
-2,359
182
$12M 0.1%
348,731
+57,864
183
$12M 0.1%
173,191
-11,109
184
$11.9M 0.1%
110,982
-13,802
185
$11.8M 0.1%
120,894
+1,764
186
$11.8M 0.1%
133,451
+5,388
187
$11.7M 0.1%
252,629
+2,410
188
$11.7M 0.1%
406,688
+9,264
189
$11.6M 0.1%
769,300
-45,592
190
$11.5M 0.1%
448,946
-38,695
191
$11.4M 0.1%
471,280
-7,819
192
$11.3M 0.1%
471,748
+87,016
193
$11.2M 0.09%
36,414
+3,696
194
$11.2M 0.09%
332,423
+5,640
195
$11.2M 0.09%
247,902
+12,883
196
$11.2M 0.09%
34,786
+1,105
197
$11.1M 0.09%
19,829
+930
198
$11.1M 0.09%
80,090
-28,434
199
$10.9M 0.09%
308,951
+2,953
200
$10.9M 0.09%
52,454
+1,170
6 7
8
9 10