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
501
$2.37M 0.03%
21,535
+14,557
502
$2.37M 0.03%
54,958
+6,341
503
$2.36M 0.03%
97,053
+16,315
504
$2.36M 0.03%
138,111
+14,771
505
$2.35M 0.03%
35,753
-40
506
$2.34M 0.03%
23,018
-7,718
507
$2.32M 0.03%
38,304
+15,644
508
$2.32M 0.03%
19,004
-7,206
509
$2.32M 0.03%
12,294
-736
510
$2.32M 0.03%
19,360
+13,176
511
$2.29M 0.03%
16,976
-8,364
512
$2.28M 0.03%
16,857
-707
513
$2.27M 0.03%
6,393
+903
514
$2.26M 0.03%
61,031
+13,240
515
$2.25M 0.03%
48,455
-3,303
516
$2.25M 0.03%
45,104
-1,349
517
$2.23M 0.03%
20,115
+3,808
518
$2.23M 0.03%
54,480
+3,183
519
$2.23M 0.03%
25,265
-25
520
$2.23M 0.03%
22,303
+1,054
521
$2.22M 0.03%
154,059
+126,356
522
$2.22M 0.03%
27,905
+8,915
523
$2.21M 0.03%
38,445
+389
524
$2.21M 0.03%
29,569
+2,211
525
$2.2M 0.03%
205,238
-1,250
19 20
21
22 23