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
1201
$469K 0.01%
37,229
-147
1202
$468K 0.01%
5,144
+305
1203
$467K 0.01%
16,170
-1,491
1204
$467K 0.01%
3,328
+174
1205
$466K 0.01%
23,854
-452
1206
$466K 0.01%
9,483
+2,657
1207
$465K 0.01%
8,999
+4,471
1208
$465K 0.01%
33,231
-2,326
1209
$464K 0.01%
+15,140
1210
$463K 0.01%
16,342
1211
$462K 0.01%
+7,950
1212
$461K 0.01%
22,846
-79
1213
$461K 0.01%
31,214
+1,791
1214
$460K 0.01%
10,587
+1,367
1215
$460K 0.01%
32,079
-1,944
1216
$460K 0.01%
15,246
-578
1217
$459K 0.01%
5,959
-511
1218
$459K 0.01%
4,446
-784
1219
$459K 0.01%
15,880
-2,130
1220
$458K 0.01%
5,378
+735
1221
$456K 0.01%
15,015
-19,115
1222
$456K 0.01%
1,832
+55
1223
$454K 0.01%
9,261
+158
1224
$454K 0.01%
13,913
+4,494
1225
$453K 0.01%
2,928
+999
47 48
49
50 51