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
476
$2.52M 0.04%
19,181
+3,718
477
$2.5M 0.04%
100,452
+11,323
478
$2.5M 0.04%
28,043
+499
479
$2.5M 0.04%
36,910
+8,844
480
$2.48M 0.04%
52,080
-610
481
$2.48M 0.04%
65,854
-398
482
$2.48M 0.04%
6,791
+2,335
483
$2.48M 0.04%
43,833
+573
484
$2.47M 0.04%
63,985
+3,400
485
$2.46M 0.04%
+49,046
486
$2.46M 0.04%
8,640
+377
487
$2.46M 0.04%
43,570
-3,730
488
$2.46M 0.04%
47,984
-1,673
489
$2.46M 0.04%
11,559
-1,276
490
$2.45M 0.04%
24,687
+3,000
491
$2.44M 0.04%
9,418
-427
492
$2.44M 0.04%
112,167
-314
493
$2.43M 0.03%
158,089
+16,432
494
$2.42M 0.03%
36,387
+5,375
495
$2.42M 0.03%
33,591
+3,836
496
$2.4M 0.03%
32,748
-538
497
$2.4M 0.03%
75,605
+1,708
498
$2.4M 0.03%
76,858
-25,021
499
$2.4M 0.03%
68,604
+459
500
$2.4M 0.03%
11,166
-526
18 19
20
21 22