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
601
$1.78M 0.03%
159,249
+10,856
602
$1.78M 0.03%
28,390
+1,085
603
$1.78M 0.03%
47,392
+103
604
$1.78M 0.03%
84,116
+1,164
605
$1.77M 0.03%
35,635
+1,154
606
$1.75M 0.03%
50,290
+1,843
607
$1.74M 0.03%
1,659,341
+65,000
608
$1.74M 0.03%
89,743
-4,177
609
$1.74M 0.02%
24,736
+907
610
$1.73M 0.02%
26,902
+5,891
611
$1.72M 0.02%
25,210
-10,150
612
$1.72M 0.02%
15,920
-2,974
613
$1.72M 0.02%
42,465
+2,700
614
$1.72M 0.02%
82,291
+10,250
615
$1.72M 0.02%
88,077
+8,846
616
$1.71M 0.02%
67,346
+20,236
617
$1.7M 0.02%
36,518
+30,175
618
$1.7M 0.02%
52,694
-919
619
$1.7M 0.02%
42,838
-5,112
620
$1.69M 0.02%
+67,417
621
$1.69M 0.02%
9,591
-769
622
$1.69M 0.02%
20,046
-3,530
623
$1.69M 0.02%
18,699
+7,421
624
$1.69M 0.02%
11,177
-2,165
625
$1.69M 0.02%
69,129
+3,950
23 24
25
26 27