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
351
$3.78M 0.05%
45,381
+8,920
352
$3.76M 0.05%
108,552
+51,189
353
$3.75M 0.05%
117,879
-6,983
354
$3.73M 0.05%
53,820
-841
355
$3.73M 0.05%
149,279
-12,852
356
$3.71M 0.05%
48,994
-515
357
$3.71M 0.05%
13,143
+11,213
358
$3.7M 0.05%
156,252
+372
359
$3.68M 0.05%
14,114
+544
360
$3.68M 0.05%
34,482
-1,908
361
$3.68M 0.05%
64,866
+20,617
362
$3.68M 0.05%
127,716
+30,267
363
$3.67M 0.05%
14,092
-76
364
$3.66M 0.05%
12,136
-790
365
$3.65M 0.05%
14,286
+137
366
$3.65M 0.05%
129,106
-7,220
367
$3.64M 0.05%
36,515
+577
368
$3.64M 0.05%
34,883
-1,504
369
$3.62M 0.05%
14,413
+771
370
$3.6M 0.05%
182,377
+2,294
371
$3.6M 0.05%
22,290
-986
372
$3.6M 0.05%
53,615
-229
373
$3.6M 0.05%
+56,249
374
$3.58M 0.05%
42,512
-1,002
375
$3.56M 0.05%
70,526
+10,931
13 14
15
16 17