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
851
$909K 0.01%
9,236
-4
852
$909K 0.01%
13,844
+39
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$907K 0.01%
53,157
+2,060
854
$906K 0.01%
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$906K 0.01%
7,796
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856
$906K 0.01%
22,265
+10,288
857
$903K 0.01%
4,585
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858
$903K 0.01%
9,978
+227
859
$899K 0.01%
26,869
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860
$895K 0.01%
27,367
-48,772
861
$895K 0.01%
12,135
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862
$894K 0.01%
15,762
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863
$894K 0.01%
18,221
-2,278
864
$888K 0.01%
18,281
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865
$886K 0.01%
6,983
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$877K 0.01%
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$875K 0.01%
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23,080
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$871K 0.01%
2,900
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$870K 0.01%
10,423
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$866K 0.01%
2,516
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$862K 0.01%
5,646
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873
$859K 0.01%
75,792
+6,668
874
$859K 0.01%
24,698
+945
875
$849K 0.01%
7,439
-132
33 34
35
36 37