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
576
$1.92M 0.03%
88,164
-4,683
577
$1.91M 0.03%
16,031
+2,213
578
$1.91M 0.03%
100,548
+29,333
579
$1.91M 0.03%
29,702
+6,850
580
$1.9M 0.03%
9,070
+368
581
$1.9M 0.03%
60,165
+2,243
582
$1.89M 0.03%
13,232
-922
583
$1.89M 0.03%
73,020
+1,037
584
$1.89M 0.03%
923
-15
585
$1.88M 0.03%
85,942
+14,334
586
$1.86M 0.03%
35,604
-1,005
587
$1.85M 0.03%
3,916
+30
588
$1.84M 0.03%
19,489
+254
589
$1.84M 0.03%
20,235
+959
590
$1.84M 0.03%
13,399
+2,383
591
$1.83M 0.03%
38,131
-5,552
592
$1.82M 0.03%
34,828
-613
593
$1.82M 0.03%
35,483
-301
594
$1.82M 0.03%
18,560
-473
595
$1.81M 0.03%
38,345
-4,915
596
$1.81M 0.03%
113,642
+75,041
597
$1.81M 0.03%
22,139
+2,522
598
$1.8M 0.03%
34,140
-596
599
$1.8M 0.03%
+137,807
600
$1.79M 0.03%
25,619
+332
22 23
24
25 26