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
751
$1.22M 0.02%
31,280
-19,932
752
$1.21M 0.02%
31,470
+10,895
753
$1.21M 0.02%
59,680
-4,217
754
$1.21M 0.02%
9,125
-191
755
$1.2M 0.02%
80,608
+919
756
$1.2M 0.02%
5,222
+1,677
757
$1.2M 0.02%
8,893
+4,458
758
$1.2M 0.02%
13,268
-3,443
759
$1.19M 0.02%
105,874
+7,161
760
$1.19M 0.02%
37,354
-1,243
761
$1.19M 0.02%
1,601
-290
762
$1.18M 0.02%
+32,680
763
$1.18M 0.02%
45,381
-5,320
764
$1.17M 0.02%
14,658
+1,102
765
$1.17M 0.02%
6,332
+325
766
$1.17M 0.02%
18,699
-164
767
$1.17M 0.02%
25,434
-3,575
768
$1.16M 0.02%
4,157
-718
769
$1.15M 0.02%
18,653
+9,922
770
$1.15M 0.02%
15,527
+3,470
771
$1.14M 0.02%
10,044
-386
772
$1.14M 0.02%
36,388
-1,188
773
$1.14M 0.02%
41,212
774
$1.14M 0.02%
10,635
-10,917
775
$1.14M 0.02%
21,333
-48,835
29 30
31
32 33