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
876
$846K 0.01%
7,012
-919
877
$846K 0.01%
19,309
+1,488
878
$844K 0.01%
26,932
-1,011
879
$843K 0.01%
17,177
+729
880
$840K 0.01%
8,418
-1,129
881
$839K 0.01%
17,641
+1,261
882
$829K 0.01%
3,485
+190
883
$823K 0.01%
11,512
+3,866
884
$822K 0.01%
20,572
+322
885
$820K 0.01%
18,950
-2,220
886
$817K 0.01%
21,549
-249
887
$816K 0.01%
7,743
-2,967
888
$815K 0.01%
5,875
+521
889
$812K 0.01%
3,794
-610
890
$812K 0.01%
17,126
+6,660
891
$812K 0.01%
3,249
+1,113
892
$811K 0.01%
6,099
+59
893
$811K 0.01%
26,825
-2,744
894
$808K 0.01%
31,195
+2,238
895
$807K 0.01%
11,238
+5,278
896
$804K 0.01%
+12,974
897
$804K 0.01%
4,956
-1,418
898
$801K 0.01%
6,102
+176
899
$801K 0.01%
1,649
+161
900
$801K 0.01%
13,744
+1,729
34 35
36
37 38