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
2076
$120K ﹤0.01%
14,706
-8,269
2077
$118K ﹤0.01%
21,150
2078
$118K ﹤0.01%
10,462
-676
2079
$115K ﹤0.01%
22,190
2080
$114K ﹤0.01%
18,688
-544
2081
$114K ﹤0.01%
+10,749
2082
$113K ﹤0.01%
23,700
-3,416
2083
$113K ﹤0.01%
11,237
-3,178
2084
$113K ﹤0.01%
11,600
+330
2085
$112K ﹤0.01%
14,209
-2,398
2086
$112K ﹤0.01%
14,262
-1,018
2087
$111K ﹤0.01%
10,904
-1,016
2088
$111K ﹤0.01%
95,050
-2,500
2089
$104K ﹤0.01%
+10,195
2090
$99.5K ﹤0.01%
29,250
2091
$99.3K ﹤0.01%
11,418
-6,369
2092
$98K ﹤0.01%
58,306
-170
2093
$97.6K ﹤0.01%
16,212
-2,576
2094
$95.9K ﹤0.01%
30,453
+1,978
2095
$94.3K ﹤0.01%
+85,000
2096
$93.1K ﹤0.01%
14,367
-3,388
2097
$88.8K ﹤0.01%
6,866
+193
2098
$88.7K ﹤0.01%
13,749
+774
2099
$87.3K ﹤0.01%
11,975
2100
$83.8K ﹤0.01%
68,170
+23,905
82 83
84
85 86