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
551
$2.07M 0.03%
36,435
+3,975
552
$2.06M 0.03%
160,343
+310
553
$2.06M 0.03%
28,668
+4,888
554
$2.05M 0.03%
13,700
-12,938
555
$2.05M 0.03%
19,537
+2,345
556
$2.02M 0.03%
44,111
-1,560
557
$2.02M 0.03%
23,170
+3,276
558
$2.01M 0.03%
63,345
+24,280
559
$2.01M 0.03%
3,675
+1,600
560
$2M 0.03%
36,080
+2,616
561
$2M 0.03%
15,208
-3,625
562
$2M 0.03%
4,864
+207
563
$1.99M 0.03%
38,004
+32,869
564
$1.99M 0.03%
10,454
+1,673
565
$1.98M 0.03%
218,645
+2,478
566
$1.98M 0.03%
52,071
+1,769
567
$1.97M 0.03%
65,269
+11,462
568
$1.96M 0.03%
20,362
-235
569
$1.96M 0.03%
20,055
+908
570
$1.94M 0.03%
19,904
+746
571
$1.93M 0.03%
67,625
-4,295
572
$1.92M 0.03%
27,507
+1,732
573
$1.92M 0.03%
50,545
+8,085
574
$1.92M 0.03%
42,025
-1,175
575
$1.92M 0.03%
32,662
+20,252
21 22
23
24 25