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
76
$18M 0.26%
113,352
-21,956
77
$17.7M 0.25%
347,110
-4,438
78
$17.6M 0.25%
214,004
+20,337
79
$17.4M 0.25%
96,107
+18,931
80
$17.2M 0.25%
157,670
+19,410
81
$17M 0.24%
40,936
+2,940
82
$16.9M 0.24%
217,482
-12,585
83
$16.7M 0.24%
87,235
+3,520
84
$16.6M 0.24%
402,504
+17,461
85
$16.5M 0.24%
46,080
+527
86
$16.3M 0.23%
145,634
+6,018
87
$16.3M 0.23%
426,326
+25,260
88
$16.1M 0.23%
216,786
+31,921
89
$16M 0.23%
347,682
+10,300
90
$16M 0.23%
312,987
+171,508
91
$16M 0.23%
68,045
-1,836
92
$15.8M 0.23%
115,308
+31,525
93
$15.6M 0.22%
211,401
+32,353
94
$15.3M 0.22%
34,766
-391
95
$15.3M 0.22%
195,811
+6,973
96
$15.2M 0.22%
552,174
+1,757
97
$15M 0.21%
70,450
+4,397
98
$14.9M 0.21%
163,250
+129,976
99
$14.9M 0.21%
154,296
+8,830
100
$14.8M 0.21%
95,308
-10,417
2 3
4
5 6