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
1176
$486K 0.01%
55,403
-2,026
1177
$485K 0.01%
6,916
+1,617
1178
$484K 0.01%
7,402
-39
1179
$484K 0.01%
+24,670
1180
$483K 0.01%
21,970
+8,639
1181
$483K 0.01%
5,957
-3,723
1182
$483K 0.01%
3,218
+1,305
1183
$482K 0.01%
6,263
-581
1184
$482K 0.01%
1,496
-442
1185
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5,464
+1,223
1186
$480K 0.01%
5,855
-369
1187
$480K 0.01%
17,021
-367
1188
$479K 0.01%
9,432
+2,729
1189
$478K 0.01%
48,000
+3,000
1190
$478K 0.01%
14,941
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$478K 0.01%
38,998
1192
$477K 0.01%
3,774
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1193
$475K 0.01%
2,939
-177
1194
$473K 0.01%
2,879
-521
1195
$472K 0.01%
30,234
+1,262
1196
$472K 0.01%
11,162
-751
1197
$471K 0.01%
4,288
+331
1198
$471K 0.01%
7,845
-7,823
1199
$470K 0.01%
1,800
1200
$469K 0.01%
860
+37
46 47
48
49 50