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
1051
$605K 0.01%
3,453
+64
1052
$605K 0.01%
3,292
-217
1053
$604K 0.01%
21,984
+7,615
1054
$602K 0.01%
2,883
+13
1055
$599K 0.01%
8,071
-263
1056
$598K 0.01%
6,792
+72
1057
$596K 0.01%
11,430
-902
1058
$596K 0.01%
6,847
-230
1059
$596K 0.01%
22,731
+577
1060
$595K 0.01%
11,943
-13,833
1061
$593K 0.01%
13,790
+180
1062
$592K 0.01%
+10,516
1063
$592K 0.01%
16,830
+370
1064
$590K 0.01%
12,995
+2,515
1065
$589K 0.01%
39,539
-163
1066
$588K 0.01%
14,756
-1,300
1067
$588K 0.01%
26,730
+2
1068
$587K 0.01%
15,871
+7,908
1069
$584K 0.01%
4,315
-60
1070
$583K 0.01%
24,560
-1,127
1071
$583K 0.01%
+19,203
1072
$580K 0.01%
1,336
-226
1073
$580K 0.01%
8,413
-473
1074
$580K 0.01%
10,541
+143
1075
$578K 0.01%
3,390
+837
41 42
43
44 45