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
2051
$139K ﹤0.01%
13,346
-2,858
2052
$137K ﹤0.01%
15,310
+1,533
2053
$137K ﹤0.01%
19,310
-4,290
2054
$136K ﹤0.01%
26,459
+41
2055
$134K ﹤0.01%
11,122
+502
2056
$133K ﹤0.01%
62,675
-9,200
2057
$133K ﹤0.01%
29,000
-3,000
2058
$132K ﹤0.01%
14,954
-1,265
2059
$132K ﹤0.01%
13,123
+278
2060
$131K ﹤0.01%
10,703
2061
$131K ﹤0.01%
20,272
+1,055
2062
$130K ﹤0.01%
+10,181
2063
$130K ﹤0.01%
15,187
+4,027
2064
$129K ﹤0.01%
20,755
2065
$129K ﹤0.01%
11,056
-1,235
2066
$128K ﹤0.01%
10,000
2067
$128K ﹤0.01%
17,200
+4,071
2068
$128K ﹤0.01%
12,249
-726
2069
$126K ﹤0.01%
16,061
-3,896
2070
$125K ﹤0.01%
15,389
-4,597
2071
$125K ﹤0.01%
39,291
-677
2072
$123K ﹤0.01%
10,489
-888
2073
$122K ﹤0.01%
19,003
+1,712
2074
$122K ﹤0.01%
+17,209
2075
$121K ﹤0.01%
+12,606
81 82
83
84 85