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
401
$3.26M 0.05%
61,042
+5,420
402
$3.25M 0.05%
278,097
+66,314
403
$3.23M 0.05%
160,797
+34,918
404
$3.22M 0.05%
96,209
+2,384
405
$3.22M 0.05%
66,591
-21,247
406
$3.21M 0.05%
14,397
-5,398
407
$3.18M 0.05%
25,426
+756
408
$3.17M 0.05%
83,797
-15,049
409
$3.15M 0.05%
31,308
+91
410
$3.15M 0.05%
43,601
-32,206
411
$3.14M 0.05%
19,923
-80,943
412
$3.14M 0.05%
39,236
-5,075
413
$3.13M 0.04%
26,129
+2,055
414
$3.12M 0.04%
47,087
-77,602
415
$3.11M 0.04%
45,960
+5,270
416
$3.11M 0.04%
27,087
-16,227
417
$3.07M 0.04%
69,840
+1,457
418
$3.05M 0.04%
+182,966
419
$3.04M 0.04%
+56,411
420
$3.03M 0.04%
23,619
+2,574
421
$3.01M 0.04%
9,839
+1,490
422
$2.99M 0.04%
+61,376
423
$2.98M 0.04%
16,141
+1,724
424
$2.97M 0.04%
36,607
-1,591
425
$2.97M 0.04%
7,612
-1,995
15 16
17
18 19