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
2001
$188K ﹤0.01%
11,163
-698
2002
$188K ﹤0.01%
25,448
+92
2003
$185K ﹤0.01%
10,294
-374
2004
$185K ﹤0.01%
17,373
-10,043
2005
$185K ﹤0.01%
29,693
-904
2006
$184K ﹤0.01%
18,538
-3,542
2007
$184K ﹤0.01%
11,113
-1,357
2008
$181K ﹤0.01%
22,963
+2,041
2009
$181K ﹤0.01%
21,677
-296
2010
$178K ﹤0.01%
78,760
+10,070
2011
$176K ﹤0.01%
+11,822
2012
$175K ﹤0.01%
15,335
-2,095
2013
$174K ﹤0.01%
14,920
-991
2014
$172K ﹤0.01%
21,388
-1,592
2015
$172K ﹤0.01%
17,549
+816
2016
$171K ﹤0.01%
77,626
+587
2017
$171K ﹤0.01%
+19,322
2018
$169K ﹤0.01%
+10,135
2019
$169K ﹤0.01%
33,937
2020
$168K ﹤0.01%
19,724
+293
2021
$168K ﹤0.01%
+10,309
2022
$166K ﹤0.01%
20,784
-1,500
2023
$163K ﹤0.01%
18,880
-4,507
2024
$162K ﹤0.01%
22,454
-9,874
2025
$161K ﹤0.01%
+13,365
79 80
81
82 83