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
1101
$551K 0.01%
3,079
-5
1102
$550K 0.01%
4,156
-124
1103
$549K 0.01%
4,587
-919
1104
$549K 0.01%
6,672
+609
1105
$549K 0.01%
9,961
+355
1106
$549K 0.01%
2,648
-31
1107
$547K 0.01%
18,761
-1,180
1108
$547K 0.01%
22,448
+6,352
1109
$545K 0.01%
14,014
-1,033
1110
$544K 0.01%
19,145
-6,801
1111
$543K 0.01%
+22,276
1112
$539K 0.01%
13,663
+225
1113
$536K 0.01%
14,220
+777
1114
$533K 0.01%
4,329
+26
1115
$529K 0.01%
13,590
+5,063
1116
$528K 0.01%
14,264
1117
$528K 0.01%
14,607
-443
1118
$527K 0.01%
24,880
-1,194
1119
$526K 0.01%
7,635
+3,536
1120
$524K 0.01%
10,484
+1,015
1121
$521K 0.01%
+15,195
1122
$521K 0.01%
10,463
1123
$520K 0.01%
97,910
+1,340
1124
$519K 0.01%
8,128
+464
1125
$519K 0.01%
9,956
-250
43 44
45
46 47