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
201
$10.8M 0.09%
194,984
-12,111
202
$10.8M 0.09%
147,914
+8,213
203
$10.8M 0.09%
170,565
-28,398
204
$10.7M 0.09%
235,139
+92,893
205
$10.6M 0.09%
249,072
-55,175
206
$10.6M 0.09%
135,457
+6,098
207
$10.6M 0.09%
71,194
-26
208
$10.6M 0.09%
165,653
-9,902
209
$10.6M 0.09%
491,245
-95,033
210
$10.6M 0.09%
75,076
+426
211
$10.5M 0.09%
117,195
+14,063
212
$10.5M 0.09%
303,703
+868
213
$10.5M 0.09%
231,287
-3,371
214
$10.5M 0.09%
49,515
+10,098
215
$10.4M 0.09%
241,979
-2,961
216
$10.4M 0.09%
218,346
-56,841
217
$10.3M 0.09%
172,447
+6,379
218
$10.3M 0.09%
60,718
+1,225
219
$10.2M 0.09%
361,698
-21,486
220
$10.2M 0.09%
144,165
-36,753
221
$10.2M 0.09%
250,198
+67,134
222
$10.1M 0.08%
335,366
-25,887
223
$10M 0.08%
217,169
+22,338
224
$9.93M 0.08%
101,782
-44,228
225
$9.91M 0.08%
57,128
+3,618
7 8
9
10 11