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
951
$720K 0.01%
15,689
+861
952
$719K 0.01%
23,647
-8,410
953
$719K 0.01%
8,110
+714
954
$718K 0.01%
14,814
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955
$718K 0.01%
19,145
+1,740
956
$715K 0.01%
15,572
+1,193
957
$715K 0.01%
19,434
-1,940
958
$714K 0.01%
5,221
-10
959
$714K 0.01%
4,188
+1,277
960
$714K 0.01%
18,840
-1,577
961
$713K 0.01%
3,469
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962
$709K 0.01%
60,021
+2,023
963
$708K 0.01%
480
-5
964
$708K 0.01%
74,925
+35,363
965
$707K 0.01%
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967
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32,314
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968
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44,829
-19,246
969
$705K 0.01%
21,570
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970
$703K 0.01%
5,239
+1,158
971
$703K 0.01%
44,752
-1,596
972
$702K 0.01%
15,024
+276
973
$701K 0.01%
26,943
+4,455
974
$700K 0.01%
9,119
+264
975
$698K 0.01%
23,042
+1,458
37 38
39
40 41