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
526
$2.2M 0.03%
48,220
+1,963
527
$2.19M 0.03%
9,972
-132
528
$2.19M 0.03%
15,719
+621
529
$2.18M 0.03%
12,115
-93
530
$2.18M 0.03%
86,946
+6,935
531
$2.18M 0.03%
32,327
-48,235
532
$2.17M 0.03%
9,815
-5,714
533
$2.17M 0.03%
12,896
-1,335
534
$2.17M 0.03%
123,025
+103,969
535
$2.17M 0.03%
57,876
-7,018
536
$2.16M 0.03%
29,253
-1,690
537
$2.15M 0.03%
65,079
-12,658
538
$2.15M 0.03%
35,479
+3,109
539
$2.15M 0.03%
6,475
+4,553
540
$2.14M 0.03%
13,960
+641
541
$2.13M 0.03%
4,906
+26
542
$2.13M 0.03%
31,959
-4,638
543
$2.13M 0.03%
44,807
-44,165
544
$2.12M 0.03%
4
545
$2.11M 0.03%
67,846
+7,873
546
$2.11M 0.03%
3,021
-62
547
$2.1M 0.03%
94,411
+7,697
548
$2.08M 0.03%
15,477
+9,453
549
$2.08M 0.03%
15,813
-1,847
550
$2.07M 0.03%
45,114
-4,149
20 21
22
23 24