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
1026
$624K 0.01%
958
+11
1027
$624K 0.01%
50,900
+14,000
1028
$621K 0.01%
21,643
-1,379
1029
$620K 0.01%
5,944
+133
1030
$619K 0.01%
5,716
-232
1031
$618K 0.01%
4,548
+191
1032
$617K 0.01%
5,315
-14
1033
$617K 0.01%
28,736
+5,613
1034
$616K 0.01%
16,683
-439
1035
$616K 0.01%
4,145
-905
1036
$615K 0.01%
29,600
-1,112
1037
$614K 0.01%
45,983
-3,580
1038
$614K 0.01%
23,135
+250
1039
$613K 0.01%
4,340
+244
1040
$612K 0.01%
9,850
-2,264
1041
$612K 0.01%
6,327
+4,150
1042
$612K 0.01%
26,328
-21,989
1043
$611K 0.01%
24,787
-21,417
1044
$611K 0.01%
9,471
+2,958
1045
$610K 0.01%
21,998
+5,676
1046
$609K 0.01%
4,204
-70
1047
$608K 0.01%
13,540
+447
1048
$606K 0.01%
+2,673
1049
$606K 0.01%
5,312
-422
1050
$605K 0.01%
44,653
40 41
42
43 44