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
626
$1.69M 0.02%
48,103
+9,513
627
$1.67M 0.02%
8,133
+5,003
628
$1.66M 0.02%
7,672
-285
629
$1.66M 0.02%
10,227
+141
630
$1.65M 0.02%
1,952
+114
631
$1.65M 0.02%
14,977
+1,216
632
$1.65M 0.02%
4,144
-123
633
$1.65M 0.02%
19,028
+5,361
634
$1.64M 0.02%
48,728
+6,361
635
$1.63M 0.02%
81,749
+8,888
636
$1.62M 0.02%
39,287
+10,240
637
$1.62M 0.02%
4,789
+31
638
$1.6M 0.02%
52,107
+6,099
639
$1.6M 0.02%
58,142
-2,290
640
$1.6M 0.02%
24,750
+20,010
641
$1.6M 0.02%
37,074
-540
642
$1.6M 0.02%
13,503
+634
643
$1.59M 0.02%
17,774
+1,523
644
$1.59M 0.02%
29,227
-44,718
645
$1.59M 0.02%
54,684
+2,247
646
$1.59M 0.02%
+34,383
647
$1.58M 0.02%
18,147
-7,144
648
$1.57M 0.02%
32,588
+769
649
$1.56M 0.02%
12,545
+992
650
$1.56M 0.02%
52,502
+10,380
24 25
26
27 28