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
451
$2.78M 0.04%
16,861
+5,072
452
$2.76M 0.04%
56,624
-32,211
453
$2.74M 0.04%
50,393
+1,163
454
$2.74M 0.04%
130,832
+12,072
455
$2.73M 0.04%
106,848
+81,453
456
$2.73M 0.04%
30,127
-2,630
457
$2.73M 0.04%
+72,929
458
$2.71M 0.04%
64,394
+2,798
459
$2.7M 0.04%
97,718
+20,464
460
$2.69M 0.04%
58,262
+1,083
461
$2.69M 0.04%
50,603
-8,236
462
$2.68M 0.04%
71,521
+10,276
463
$2.66M 0.04%
16,768
+6,420
464
$2.64M 0.04%
17,390
-368
465
$2.62M 0.04%
17,200
+1,155
466
$2.61M 0.04%
59,447
+22,269
467
$2.61M 0.04%
156,922
+11,357
468
$2.59M 0.04%
15,673
+1,867
469
$2.59M 0.04%
+47,135
470
$2.57M 0.04%
45,370
-555
471
$2.56M 0.04%
55,849
+3,312
472
$2.55M 0.04%
79,636
+5,342
473
$2.54M 0.04%
25,399
+968
474
$2.53M 0.04%
20,273
+1,720
475
$2.52M 0.04%
19,343
-2,773
17 18
19
20 21