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
276
$5.13M 0.07%
70,934
+2,062
277
$5.08M 0.07%
133,434
+9,106
278
$5.07M 0.07%
113,075
-3,950
279
$5.04M 0.07%
195,176
+10,103
280
$5.03M 0.07%
166,247
+11,194
281
$5M 0.07%
111,722
-25,552
282
$5M 0.07%
12,570
+41
283
$4.99M 0.07%
21,558
+2,099
284
$4.96M 0.07%
12,081
+410
285
$4.91M 0.07%
14,544
+114
286
$4.9M 0.07%
46,360
+392
287
$4.87M 0.07%
84,900
-3,439
288
$4.79M 0.07%
30,246
+2,329
289
$4.79M 0.07%
46,496
-1,485
290
$4.79M 0.07%
158,836
-105,227
291
$4.77M 0.07%
133,225
+50,241
292
$4.75M 0.07%
39,561
+12,893
293
$4.72M 0.07%
249,823
+522
294
$4.72M 0.07%
56,983
+50,821
295
$4.64M 0.07%
89,987
+20,663
296
$4.64M 0.07%
213,081
+6,158
297
$4.64M 0.07%
60,003
-4,464
298
$4.62M 0.07%
44,868
-8,243
299
$4.58M 0.07%
103,084
+64,494
300
$4.57M 0.07%
30,745
-9,826
10 11
12
13 14