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
2026
$159K ﹤0.01%
16,859
+4,769
2027
$158K ﹤0.01%
16,577
+4,049
2028
$158K ﹤0.01%
18,462
+2,200
2029
$158K ﹤0.01%
16,879
+900
2030
$157K ﹤0.01%
+10,792
2031
$157K ﹤0.01%
16,931
+5,296
2032
$154K ﹤0.01%
16,792
+31
2033
$152K ﹤0.01%
13,022
-3,992
2034
$152K ﹤0.01%
39,539
-24,524
2035
$152K ﹤0.01%
15,209
-481
2036
$150K ﹤0.01%
+12,486
2037
$150K ﹤0.01%
22,323
-1,469
2038
$149K ﹤0.01%
+11,832
2039
$149K ﹤0.01%
13,144
-3,213
2040
$148K ﹤0.01%
10,607
-369
2041
$148K ﹤0.01%
14,554
+704
2042
$147K ﹤0.01%
+10,664
2043
$147K ﹤0.01%
+15,575
2044
$145K ﹤0.01%
21,748
-867
2045
$145K ﹤0.01%
11,606
-2,628
2046
$142K ﹤0.01%
12,085
-174,064
2047
$142K ﹤0.01%
21,095
-1,047
2048
$141K ﹤0.01%
12,098
2049
$141K ﹤0.01%
18,343
+8,081
2050
$140K ﹤0.01%
+10,948
80 81
82
83 84