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
301
$4.56M 0.07%
57,624
+2,187
302
$4.54M 0.07%
33,469
+5,447
303
$4.53M 0.07%
18,888
+500
304
$4.53M 0.07%
100,669
+7,544
305
$4.51M 0.06%
90,607
+9,560
306
$4.5M 0.06%
158,096
+37,987
307
$4.49M 0.06%
102,542
+23,731
308
$4.47M 0.06%
89,849
+40,379
309
$4.41M 0.06%
68,232
-48,177
310
$4.4M 0.06%
924,920
+15,500
311
$4.4M 0.06%
43,347
-1,533
312
$4.36M 0.06%
25,357
+1,982
313
$4.33M 0.06%
23,574
+573
314
$4.31M 0.06%
78,576
+5,869
315
$4.28M 0.06%
86,431
-1,095
316
$4.28M 0.06%
60,874
+3,601
317
$4.27M 0.06%
40,184
-272
318
$4.27M 0.06%
18,788
+6,151
319
$4.24M 0.06%
56,168
+14,733
320
$4.24M 0.06%
109,638
+30,722
321
$4.22M 0.06%
59,771
+9,648
322
$4.22M 0.06%
41,228
-50,100
323
$4.21M 0.06%
79,212
-3,618
324
$4.18M 0.06%
86,489
+6,550
325
$4.17M 0.06%
46,540
+117
11 12
13
14 15