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
1151
$506K 0.01%
19,761
1152
$506K 0.01%
6,764
+436
1153
$505K 0.01%
17,399
+2,246
1154
$505K 0.01%
46,908
+12,881
1155
$504K 0.01%
2,545
-1,000
1156
$503K 0.01%
16,957
-7,877
1157
$502K 0.01%
3,134
-6,959
1158
$502K 0.01%
6,430
+1,317
1159
$501K 0.01%
5,354
+848
1160
$500K 0.01%
38,227
-948
1161
$499K 0.01%
9,096
+1,276
1162
$498K 0.01%
4,958
-64
1163
$497K 0.01%
8,559
+709
1164
$496K 0.01%
32,876
-12,003
1165
$495K 0.01%
3,614
-4,232
1166
$494K 0.01%
1,213
+16
1167
$493K 0.01%
+7,567
1168
$492K 0.01%
19,006
+2,910
1169
$491K 0.01%
7,827
+863
1170
$491K 0.01%
40,934
+2,092
1171
$489K 0.01%
6,310
-118
1172
$488K 0.01%
23,237
-4,172
1173
$487K 0.01%
4,611
-108
1174
$487K 0.01%
+19,520
1175
$486K 0.01%
25,025
-76,675
45 46
47
48 49