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
2126
$45.5K ﹤0.01%
+10,000
2127
$45.3K ﹤0.01%
20,148
+2,000
2128
$44K ﹤0.01%
6,201
-250
2129
$43.4K ﹤0.01%
6,500
-2,000
2130
$42.9K ﹤0.01%
14,830
-1,231
2131
$40.1K ﹤0.01%
517
-60
2132
$39.2K ﹤0.01%
11,000
-400
2133
$37.8K ﹤0.01%
+15,290
2134
$37.1K ﹤0.01%
17,110
2135
$36.7K ﹤0.01%
10,000
2136
$35.5K ﹤0.01%
21,242
2137
$34.7K ﹤0.01%
11,700
-325
2138
$30.6K ﹤0.01%
+1,185
2139
$30.4K ﹤0.01%
31,743
+1,800
2140
$29.5K ﹤0.01%
1,371
+100
2141
$29.4K ﹤0.01%
16,615
2142
$28.6K ﹤0.01%
1,500
2143
$28.4K ﹤0.01%
246
+65
2144
$27.4K ﹤0.01%
10,400
2145
$26K ﹤0.01%
21,466
+2,140
2146
$24.3K ﹤0.01%
40,638
+10,500
2147
$23.9K ﹤0.01%
27,259
2148
$23.3K ﹤0.01%
+19,850
2149
$23.1K ﹤0.01%
16,263
2150
$22.8K ﹤0.01%
357
-143
84 85
86
87 88