Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
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
1
$442M 3.72%
992,677
+5,755
2
$356M 2.99%
1,836,554
-55,652
3
$290M 2.44%
1,317,333
-23,338
4
$205M 1.73%
2,715,583
-139,931
5
$196M 1.64%
4,300,298
+13,687
6
$179M 1.51%
525,768
+5,392
7
$167M 1.41%
2,982,454
-40,941
8
$159M 1.34%
2,186,403
-81,644
9
$153M 1.29%
415,510
+23,323
10
$149M 1.25%
336,255
+149,605
11
$147M 1.24%
1,957,732
+3,634
12
$143M 1.2%
505,389
+22,918
13
$137M 1.15%
1,401,432
+333
14
$123M 1.03%
5,061,207
-2,639,622
15
$110M 0.93%
816,777
+11,524
16
$109M 0.92%
769,581
+10,872
17
$105M 0.88%
804,622
+21,535
18
$105M 0.88%
257,347
+1,844
19
$98.4M 0.83%
1,997,189
-32,007
20
$97.1M 0.82%
1,986,966
-91,966
21
$97M 0.82%
1,040,081
+65,070
22
$91.2M 0.77%
1,974,582
-20,715
23
$91.1M 0.77%
2,152,810
-64,770
24
$90M 0.76%
942,846
+20,460
25
$80M 0.67%
2,351,775
-84,747
1
2 3 4 5