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
926
$755K 0.01%
26,489
+19,654
927
$755K 0.01%
23,168
+11,126
928
$755K 0.01%
8,341
929
$753K 0.01%
12,432
-728
930
$749K 0.01%
14,886
+7,890
931
$749K 0.01%
89,115
+364
932
$747K 0.01%
1,713
+80
933
$746K 0.01%
15,795
+2,482
934
$743K 0.01%
24,123
+1,578
935
$743K 0.01%
6,267
-344
936
$742K 0.01%
12,166
+603
937
$742K 0.01%
16,609
938
$741K 0.01%
37,854
-2,037
939
$741K 0.01%
29,724
+1,547
940
$737K 0.01%
106,420
+13,183
941
$735K 0.01%
9,067
-615
942
$734K 0.01%
3,751
+1,265
943
$734K 0.01%
+18,173
944
$733K 0.01%
12,601
-374
945
$729K 0.01%
7,963
-350
946
$725K 0.01%
2,283
+206
947
$725K 0.01%
8,704
+4,904
948
$724K 0.01%
15,438
+675
949
$721K 0.01%
3,423
-391
950
$721K 0.01%
13,765
+2,387
36 37
38
39 40