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
376
$3.56M 0.05%
60,232
-2,773
377
$3.56M 0.05%
56,616
-983
378
$3.56M 0.05%
75,207
-15,830
379
$3.51M 0.05%
6,797
-70
380
$3.5M 0.05%
124,430
+30,859
381
$3.45M 0.05%
57,967
+4,877
382
$3.43M 0.05%
40,144
-1,892
383
$3.42M 0.05%
12,060
-11
384
$3.41M 0.05%
37,978
-756
385
$3.4M 0.05%
176,977
-2,064
386
$3.39M 0.05%
49,150
+1,364
387
$3.38M 0.05%
25,817
+3,598
388
$3.35M 0.05%
14,009
+417
389
$3.35M 0.05%
36,330
+2,148
390
$3.34M 0.05%
48,573
+6,519
391
$3.33M 0.05%
6,789
-352
392
$3.33M 0.05%
57,630
-6,160
393
$3.33M 0.05%
16,374
-507
394
$3.33M 0.05%
22,272
+326
395
$3.32M 0.05%
13,368
-395
396
$3.31M 0.05%
43,023
+2,785
397
$3.3M 0.05%
98,677
+29,625
398
$3.28M 0.05%
49,246
+1,749
399
$3.28M 0.05%
35,750
-18,365
400
$3.26M 0.05%
23,536
+2,874
14 15
16
17 18