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
701
$1.38M 0.02%
56,253
+16,365
702
$1.37M 0.02%
21,551
-262
703
$1.37M 0.02%
4,021
-611
704
$1.37M 0.02%
20,546
+1,507
705
$1.35M 0.02%
20,337
-4,164
706
$1.35M 0.02%
5,972
-173
707
$1.35M 0.02%
+56,820
708
$1.35M 0.02%
16,090
-230
709
$1.34M 0.02%
+103,424
710
$1.34M 0.02%
39,275
-4,508
711
$1.34M 0.02%
7,643
-270
712
$1.34M 0.02%
29,400
+9,660
713
$1.34M 0.02%
62,206
-6,182
714
$1.34M 0.02%
+52,496
715
$1.34M 0.02%
52,828
+4,320
716
$1.33M 0.02%
10,620
+2,605
717
$1.33M 0.02%
24,607
+310
718
$1.32M 0.02%
19,000
+207
719
$1.32M 0.02%
46,800
+5,104
720
$1.31M 0.02%
33,654
+4,615
721
$1.31M 0.02%
6,403
+1,925
722
$1.31M 0.02%
36,765
-851
723
$1.31M 0.02%
14,864
+231
724
$1.31M 0.02%
11,466
-24
725
$1.31M 0.02%
8,275
-2,519
27 28
29
30 31