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
651
$1.56M 0.02%
79,029
+11,995
652
$1.55M 0.02%
3,227
+249
653
$1.54M 0.02%
22,042
+19,013
654
$1.54M 0.02%
105,164
+9,477
655
$1.54M 0.02%
22,843
+2,591
656
$1.53M 0.02%
4,186
-1,424
657
$1.53M 0.02%
46,660
+12,268
658
$1.53M 0.02%
40,312
-349
659
$1.53M 0.02%
7,291
+1,969
660
$1.52M 0.02%
18,006
+41
661
$1.52M 0.02%
50,996
-842
662
$1.52M 0.02%
62,854
+8,258
663
$1.51M 0.02%
26,760
-245
664
$1.51M 0.02%
38,003
+2,460
665
$1.51M 0.02%
7,256
+289
666
$1.51M 0.02%
41,987
+1,703
667
$1.51M 0.02%
15,193
-87
668
$1.5M 0.02%
114,557
+2,509
669
$1.48M 0.02%
239,827
+47,490
670
$1.48M 0.02%
106,266
+18,762
671
$1.48M 0.02%
4,625
-88
672
$1.48M 0.02%
4,335
+99
673
$1.47M 0.02%
5,890
+1,075
674
$1.47M 0.02%
29,951
-10
675
$1.47M 0.02%
17,022
+2,117
25 26
27
28 29