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
$6.96B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,019
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$24M
3
+$20.5M
4
PECO icon
Phillips Edison & Co
PECO
+$19.7M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11.9M

Top Sells

1
+$13.5M
2
+$12.8M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.9M
5
ARWR icon
Arrowhead Research
ARWR
+$7.93M

Sector Composition

1 Technology 11.18%
2 Healthcare 5.35%
3 Financials 4.82%
4 Consumer Discretionary 4.26%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.76M 0.1%
129,441
-21,662
227
$6.65M 0.1%
490,031
+3,348
228
$6.65M 0.1%
164,905
+27,201
229
$6.63M 0.1%
99,972
-16,078
230
$6.62M 0.1%
124,476
+8,102
231
$6.58M 0.09%
103,350
+34,004
232
$6.57M 0.09%
146,212
-33,991
233
$6.55M 0.09%
84,065
+5,406
234
$6.54M 0.09%
129,402
+47,026
235
$6.52M 0.09%
165,613
+509
236
$6.51M 0.09%
77,269
+792
237
$6.4M 0.09%
272,489
+39,219
238
$6.33M 0.09%
+196,004
239
$6.32M 0.09%
227,252
-1,898
240
$6.3M 0.09%
26,115
-3,309
241
$6.29M 0.09%
151,305
+36,133
242
$6.28M 0.09%
322,257
+208,758
243
$6.26M 0.09%
116,510
+13,070
244
$6.22M 0.09%
102,212
+16,238
245
$6.13M 0.09%
31,616
+9,462
246
$6.11M 0.09%
36,883
+3,479
247
$6.08M 0.09%
62,743
-11,603
248
$6.06M 0.09%
120,591
+78,478
249
$6.06M 0.09%
129,422
+18,664
250
$6.04M 0.09%
32,708
+760
8 9
10
11 12