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
51
$24M 0.34%
187,284
-6,187
52
$23.9M 0.34%
197,959
-19,321
53
$23.8M 0.34%
46,723
+2,526
54
$23.6M 0.34%
66,997
+1,049
55
$22.9M 0.33%
226,472
-98,095
56
$22.8M 0.33%
102,881
+1,832
57
$22.4M 0.32%
137,437
+6,552
58
$22.1M 0.32%
930,174
+314,043
59
$22M 0.32%
92,479
+6,038
60
$21M 0.3%
70,157
+2,822
61
$20.9M 0.3%
206,243
+13,214
62
$20.6M 0.3%
156,229
+16,881
63
$20.5M 0.3%
+379,410
64
$20.3M 0.29%
403,576
+60,755
65
$20.3M 0.29%
132,593
+2,025
66
$19.9M 0.29%
239,275
+34,341
67
$19.8M 0.28%
182,478
+13,171
68
$19.7M 0.28%
+571,712
69
$19.6M 0.28%
395,123
+99,607
70
$19.5M 0.28%
33,849
+3,509
71
$19.4M 0.28%
91,308
+3,612
72
$18.8M 0.27%
84,481
-18,202
73
$18.7M 0.27%
92,502
+7,606
74
$18.5M 0.27%
377,140
-8,671
75
$18.1M 0.26%
1,012,235
+129,198
1 2
3
4 5