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
826
$988K 0.01%
16,890
+1,795
827
$987K 0.01%
40,185
-7,164
828
$987K 0.01%
124,807
+2,886
829
$980K 0.01%
8,334
-205
830
$979K 0.01%
32,120
-19,728
831
$974K 0.01%
36,122
+20,240
832
$972K 0.01%
2,083
-245
833
$971K 0.01%
10,097
-2,321
834
$965K 0.01%
15,725
+7,653
835
$964K 0.01%
18,782
+1,424
836
$963K 0.01%
36,800
+2,437
837
$956K 0.01%
6,141
+153
838
$955K 0.01%
12,022
+2,154
839
$946K 0.01%
30,999
+1,600
840
$943K 0.01%
+8,597
841
$943K 0.01%
13,163
-502
842
$941K 0.01%
5,918
+871
843
$938K 0.01%
7,094
+290
844
$938K 0.01%
7,908
-946
845
$928K 0.01%
14,153
-3,538
846
$920K 0.01%
12,372
-1,148
847
$915K 0.01%
15,575
-1,767
848
$915K 0.01%
66,651
-5,968
849
$914K 0.01%
11,505
-37,911
850
$911K 0.01%
37,530
+114
32 33
34
35 36