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
801
$1.06M 0.02%
20,012
-12,805
802
$1.06M 0.02%
76,538
+11,622
803
$1.06M 0.02%
16,122
+6,458
804
$1.06M 0.02%
8,414
-419
805
$1.06M 0.02%
12,813
+690
806
$1.05M 0.02%
17,212
+886
807
$1.04M 0.02%
19,979
-1,081
808
$1.04M 0.02%
7,940
+1,601
809
$1.04M 0.02%
74,019
+10,738
810
$1.03M 0.01%
26,678
-4,686
811
$1.02M 0.01%
7,317
+2,820
812
$1.02M 0.01%
40,577
+15,640
813
$1.02M 0.01%
19,714
-1,197
814
$1.01M 0.01%
5,978
+2,260
815
$1.01M 0.01%
37,767
+2,890
816
$1.01M 0.01%
10,802
+1,680
817
$1.01M 0.01%
91,963
+53,570
818
$1.01M 0.01%
23,043
-48,138
819
$1.01M 0.01%
4,890
-83
820
$1.01M 0.01%
4,691
+164
821
$1M 0.01%
14,530
-7,105
822
$1M 0.01%
27,717
+2,104
823
$997K 0.01%
17,086
+4,552
824
$992K 0.01%
4,916
+1,413
825
$989K 0.01%
3,894
-238
31 32
33
34 35