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
426
$2.96M 0.04%
34,858
-1,169
427
$2.96M 0.04%
74,468
+65,500
428
$2.96M 0.04%
116,979
+11,793
429
$2.95M 0.04%
51,767
-1,121
430
$2.95M 0.04%
19,578
+3,228
431
$2.94M 0.04%
28,726
-6,294
432
$2.93M 0.04%
59,373
+9,970
433
$2.91M 0.04%
20,511
+4,879
434
$2.9M 0.04%
61,953
+13,899
435
$2.89M 0.04%
71,586
+2,751
436
$2.88M 0.04%
107,446
+3,002
437
$2.88M 0.04%
30,690
-2,094
438
$2.87M 0.04%
21,058
-11,197
439
$2.86M 0.04%
49,458
+32,679
440
$2.86M 0.04%
73,614
+4,403
441
$2.85M 0.04%
33,618
-485
442
$2.85M 0.04%
4,266
+502
443
$2.85M 0.04%
21,343
-735
444
$2.84M 0.04%
11,387
+287
445
$2.82M 0.04%
50,834
+4,046
446
$2.81M 0.04%
27,072
-7,494
447
$2.81M 0.04%
78,673
-8,279
448
$2.81M 0.04%
25,786
-6,853
449
$2.81M 0.04%
566,750
+59,000
450
$2.79M 0.04%
16,172
-752
16 17
18
19 20