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
251
$6.02M 0.09%
59,071
-2,115
252
$5.98M 0.09%
50,638
-964
253
$5.98M 0.09%
22,365
-1,372
254
$5.95M 0.09%
189,893
+28,803
255
$5.82M 0.08%
36,031
+1,075
256
$5.72M 0.08%
67,567
-476
257
$5.69M 0.08%
123,474
+15,523
258
$5.67M 0.08%
12,683
+310
259
$5.57M 0.08%
59,291
-13,928
260
$5.55M 0.08%
22,177
-882
261
$5.54M 0.08%
126,380
+14,419
262
$5.54M 0.08%
508,960
-5,744
263
$5.53M 0.08%
51,065
+10,922
264
$5.51M 0.08%
219,318
+17,176
265
$5.5M 0.08%
293,470
-49,828
266
$5.49M 0.08%
75,218
+62,200
267
$5.47M 0.08%
186,227
+3,512
268
$5.47M 0.08%
61,928
+4,093
269
$5.31M 0.08%
191,141
-60,986
270
$5.29M 0.08%
92,276
+2,085
271
$5.28M 0.08%
25,302
-30
272
$5.26M 0.08%
128,438
+11,576
273
$5.21M 0.07%
141,611
+17,707
274
$5.15M 0.07%
79,955
+4,052
275
$5.14M 0.07%
+200,338
9 10
11
12 13