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
2101
$81.9K ﹤0.01%
10,346
-1,409
2102
$80.1K ﹤0.01%
+12,562
2103
$79.4K ﹤0.01%
2,980
-520
2104
$74K ﹤0.01%
11,863
-773
2105
$72.4K ﹤0.01%
25,500
+5,500
2106
$71.8K ﹤0.01%
10,672
-1,983
2107
$71.5K ﹤0.01%
14,686
+203
2108
$71.3K ﹤0.01%
18,853
-2,444
2109
$70K ﹤0.01%
940
-359
2110
$63.8K ﹤0.01%
+10,623
2111
$63.8K ﹤0.01%
15,960
-2,100
2112
$61.9K ﹤0.01%
12,315
-5,050
2113
$61.4K ﹤0.01%
27,659
+8,196
2114
$60.9K ﹤0.01%
13,307
-1,552
2115
$59.8K ﹤0.01%
12,442
-300
2116
$59.4K ﹤0.01%
14,281
-15,561
2117
$57.3K ﹤0.01%
+2,368
2118
$55.6K ﹤0.01%
+10,028
2119
$55.2K ﹤0.01%
1,538
-129
2120
$51.4K ﹤0.01%
36,436
+500
2121
$51.2K ﹤0.01%
32,836
-18,003
2122
$50K ﹤0.01%
+1,137
2123
$49.2K ﹤0.01%
13,966
-99,991
2124
$48.2K ﹤0.01%
16,359
2125
$46.7K ﹤0.01%
+18,260
83 84
85
86 87