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
726
$1.31M 0.02%
20,983
+327
727
$1.31M 0.02%
5,260
+1,853
728
$1.29M 0.02%
19,082
-35,850
729
$1.29M 0.02%
98,177
-1,293
730
$1.28M 0.02%
20,447
+3,428
731
$1.28M 0.02%
934
+25
732
$1.28M 0.02%
+25,173
733
$1.27M 0.02%
28,793
+5,581
734
$1.27M 0.02%
36,592
-1,688
735
$1.27M 0.02%
22,191
-241
736
$1.26M 0.02%
30,323
+1,493
737
$1.26M 0.02%
2,252
-944
738
$1.26M 0.02%
11,580
+3,090
739
$1.25M 0.02%
12,379
-871
740
$1.25M 0.02%
14,981
+354
741
$1.25M 0.02%
50,324
-3,744
742
$1.25M 0.02%
31,908
-2,444
743
$1.25M 0.02%
1,048
+210
744
$1.23M 0.02%
+53,485
745
$1.23M 0.02%
22,102
-345
746
$1.23M 0.02%
38,850
+2,250
747
$1.23M 0.02%
29,300
-10
748
$1.22M 0.02%
28,825
+4,663
749
$1.22M 0.02%
8,063
+228
750
$1.22M 0.02%
10,380
+272
28 29
30
31 32