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
326
$4.14M 0.06%
46,111
-1,747
327
$4.13M 0.06%
+76,589
328
$4.12M 0.06%
22,056
-1,268
329
$4.12M 0.06%
32,244
+1,568
330
$4.08M 0.06%
108,290
-1,629
331
$4.08M 0.06%
34,660
+621
332
$4.07M 0.06%
43,295
-7,085
333
$4.05M 0.06%
225,513
+50,859
334
$4.04M 0.06%
72,131
+1,244
335
$4.04M 0.06%
57,314
+3,900
336
$4.04M 0.06%
64,142
-4,692
337
$4.01M 0.06%
99,739
-5,112
338
$4M 0.06%
144,530
+24,830
339
$3.98M 0.06%
32,327
-579
340
$3.98M 0.06%
52,324
-41,138
341
$3.97M 0.06%
40,616
-10,908
342
$3.92M 0.06%
17,026
+163
343
$3.89M 0.06%
45,426
+36,125
344
$3.86M 0.06%
58,222
-1,305
345
$3.86M 0.06%
58,147
-4,027
346
$3.85M 0.06%
97,532
-28,203
347
$3.85M 0.06%
54,655
+35,721
348
$3.85M 0.06%
95,921
+33,544
349
$3.83M 0.06%
62,843
-63,568
350
$3.81M 0.05%
23,040
-55
12 13
14
15 16