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
901
$800K 0.01%
4,380
+365
902
$789K 0.01%
10,500
-247
903
$789K 0.01%
15,179
-159
904
$788K 0.01%
61,551
+4,441
905
$786K 0.01%
26,997
-4,112
906
$783K 0.01%
47,328
-630
907
$782K 0.01%
+26,873
908
$779K 0.01%
6,939
-200
909
$777K 0.01%
12,927
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910
$775K 0.01%
2,496
-66
911
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65,148
-1,670
912
$772K 0.01%
3,506
+402
913
$770K 0.01%
18,884
+1,743
914
$770K 0.01%
7,488
+1,684
915
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10,693
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916
$767K 0.01%
49,892
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$767K 0.01%
24,317
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918
$764K 0.01%
25,066
-481
919
$764K 0.01%
10,586
-14,070
920
$762K 0.01%
31,560
+6,057
921
$759K 0.01%
10,062
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922
$758K 0.01%
28,093
+2,025
923
$758K 0.01%
31,382
+1,645
924
$758K 0.01%
10,927
925
$756K 0.01%
22,533
+169
35 36
37
38 39