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
776
$1.14M 0.02%
105,388
+16,540
777
$1.14M 0.02%
47,680
+5,310
778
$1.14M 0.02%
29,361
-4,912
779
$1.13M 0.02%
47,800
+845
780
$1.13M 0.02%
4,499
+56
781
$1.12M 0.02%
19,552
+823
782
$1.12M 0.02%
15,698
+2,311
783
$1.12M 0.02%
50,250
-1,500
784
$1.12M 0.02%
85,827
+21,816
785
$1.11M 0.02%
14,935
+6,453
786
$1.11M 0.02%
29,050
+3,406
787
$1.1M 0.02%
17,923
+275
788
$1.1M 0.02%
14,041
+631
789
$1.1M 0.02%
32,021
-936
790
$1.1M 0.02%
36,165
791
$1.09M 0.02%
30,290
+13,294
792
$1.09M 0.02%
39,571
-40,068
793
$1.09M 0.02%
21,286
-1,086
794
$1.08M 0.02%
7,168
-466
795
$1.08M 0.02%
13,466
+7,894
796
$1.08M 0.02%
14,065
-175,614
797
$1.08M 0.02%
29,287
-1,998
798
$1.07M 0.02%
16,544
-2,485
799
$1.07M 0.02%
3,932
+92
800
$1.07M 0.02%
57,366
+23,728
30 31
32
33 34