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
26
$36.5M 0.52%
308,336
+2,819
27
$36.3M 0.52%
456,979
+27,622
28
$35M 0.5%
84,206
+16,151
29
$34.5M 0.5%
207,765
+36,245
30
$33.6M 0.48%
246,371
+16,132
31
$33.4M 0.48%
238,960
+6,100
32
$32.7M 0.47%
262,891
+6,658
33
$31.1M 0.45%
290,422
-37,694
34
$30.6M 0.44%
292,306
+20,981
35
$30.4M 0.44%
645,834
+184,448
36
$30.1M 0.43%
108,334
-10,280
37
$29.7M 0.43%
133,718
+6,161
38
$29.5M 0.42%
192,889
+3,626
39
$29.4M 0.42%
165,642
+4,020
40
$29.2M 0.42%
353,942
-862
41
$29.1M 0.42%
605,782
+55,179
42
$28.7M 0.41%
261,413
+5,360
43
$27.6M 0.4%
397,469
+10,764
44
$27.6M 0.4%
170,055
+3,195
45
$27.4M 0.39%
156,020
-1,629
46
$26.9M 0.39%
543,374
-61,697
47
$26.5M 0.38%
346,585
+53,962
48
$25.7M 0.37%
517,278
+37,932
49
$25.1M 0.36%
328,991
+72,247
50
$24.4M 0.35%
178,141
+3,456
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