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
676
$1.47M 0.02%
42,983
+12,073
677
$1.47M 0.02%
35,099
+6,849
678
$1.46M 0.02%
51,311
+2,527
679
$1.46M 0.02%
2,899
-481
680
$1.46M 0.02%
25,854
+4
681
$1.46M 0.02%
31,190
+4,245
682
$1.45M 0.02%
4,869
-611
683
$1.45M 0.02%
16,062
+731
684
$1.44M 0.02%
4,422
-156
685
$1.44M 0.02%
613
+97
686
$1.44M 0.02%
59,618
+15,148
687
$1.43M 0.02%
25,712
-866
688
$1.43M 0.02%
37,511
+6,139
689
$1.42M 0.02%
77,705
-2,400
690
$1.42M 0.02%
30,120
-171
691
$1.41M 0.02%
47,371
-180
692
$1.41M 0.02%
36,316
-185
693
$1.41M 0.02%
29,546
-5,786
694
$1.41M 0.02%
14,130
+725
695
$1.4M 0.02%
15,894
-582
696
$1.39M 0.02%
24,039
+7,867
697
$1.39M 0.02%
16,828
+559
698
$1.39M 0.02%
32,438
+5,149
699
$1.38M 0.02%
36,450
-66,056
700
$1.38M 0.02%
+27,347
26 27
28
29 30