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
1976
$204K ﹤0.01%
+3,873
1977
$204K ﹤0.01%
+6,391
1978
$203K ﹤0.01%
+9,018
1979
$203K ﹤0.01%
17,435
+2,406
1980
$203K ﹤0.01%
3,764
+15
1981
$202K ﹤0.01%
591
-236
1982
$202K ﹤0.01%
19,131
-4,591
1983
$202K ﹤0.01%
15,086
+3,730
1984
$201K ﹤0.01%
12,208
+350
1985
$201K ﹤0.01%
+11,758
1986
$201K ﹤0.01%
3,819
-20,528
1987
$201K ﹤0.01%
14,888
+2,143
1988
$201K ﹤0.01%
1,865
-291
1989
$200K ﹤0.01%
2,715
+534
1990
$200K ﹤0.01%
694
-50
1991
$199K ﹤0.01%
17,369
-25,528
1992
$198K ﹤0.01%
19,215
-9,104
1993
$197K ﹤0.01%
14,190
+280
1994
$196K ﹤0.01%
12,993
-2,318
1995
$196K ﹤0.01%
15,834
+6,972
1996
$193K ﹤0.01%
20,189
+650
1997
$192K ﹤0.01%
19,063
+856
1998
$192K ﹤0.01%
15,709
+252
1999
$191K ﹤0.01%
11,655
-310
2000
$188K ﹤0.01%
16,465
+3,096
78 79
80
81 82