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
2151
$22.5K ﹤0.01%
648
+58
2152
$21.7K ﹤0.01%
11,012
-2,787
2153
$18K ﹤0.01%
1,998
+686
2154
$16.6K ﹤0.01%
539
-20
2155
$14.9K ﹤0.01%
16,607
+2,563
2156
$14.6K ﹤0.01%
2,259
+722
2157
$12.5K ﹤0.01%
11,048
-5,090
2158
$10.8K ﹤0.01%
10,000
2159
$9.17K ﹤0.01%
14,386
2160
$8.97K ﹤0.01%
+1,500
2161
$7.96K ﹤0.01%
22
-1
2162
$6.81K ﹤0.01%
253
2163
$6.18K ﹤0.01%
129,400
-3,000
2164
$5.4K ﹤0.01%
883
2165
$5.14K ﹤0.01%
+358
2166
$4.22K ﹤0.01%
67
2167
$3.62K ﹤0.01%
18,100
-500
2168
$2.7K ﹤0.01%
10,000
2169
$2.03K ﹤0.01%
16,500
2170
$875 ﹤0.01%
19,977
+6,858
2171
– –
-13,558
2172
– –
-16,185
2173
– –
-4,366
2174
– –
-2,500
2175
– –
-1,402
85 86
87
88 89