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
1001
$653K 0.01%
13,879
-2,902
1002
$652K 0.01%
13,598
+3,284
1003
$652K 0.01%
13,700
+4,206
1004
$649K 0.01%
5,669
-251
1005
$648K 0.01%
+7,505
1006
$647K 0.01%
15,898
+7,937
1007
$647K 0.01%
11,641
-10
1008
$644K 0.01%
8,468
+2,342
1009
$643K 0.01%
31,325
+3,555
1010
$642K 0.01%
17,841
-2,257
1011
$641K 0.01%
17,651
+1,121
1012
$638K 0.01%
17,511
-942
1013
$637K 0.01%
+33,434
1014
$636K 0.01%
9,424
-1,456
1015
$635K 0.01%
11,810
-641
1016
$633K 0.01%
8,538
-3,731
1017
$631K 0.01%
12,908
1018
$629K 0.01%
2,440
-71
1019
$628K 0.01%
10,288
-96
1020
$628K 0.01%
31,484
-314
1021
$627K 0.01%
20,847
-1,132
1022
$626K 0.01%
21,622
+3,109
1023
$624K 0.01%
6,736
-457
1024
$624K 0.01%
22,451
-2,216
1025
$624K 0.01%
12,413
+4,032
39 40
41
42 43