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
101
$14.6M 0.21%
278,406
+15,810
102
$14.6M 0.21%
480,456
+14,880
103
$14.5M 0.21%
293,015
+26,687
104
$14.4M 0.21%
259,694
-47,718
105
$14.3M 0.21%
56,176
+6,856
106
$14.2M 0.2%
140,526
-2,632
107
$13.7M 0.2%
246,168
-5,728
108
$13.7M 0.2%
167,072
-36,970
109
$13.6M 0.2%
47,558
+987
110
$13.4M 0.19%
254,265
+71,982
111
$13.3M 0.19%
187,407
+24,543
112
$13.3M 0.19%
724,828
+21,020
113
$13.1M 0.19%
87,697
+7,188
114
$13M 0.19%
345,950
+51,300
115
$12.8M 0.18%
247,714
+6,909
116
$12.8M 0.18%
79,003
+2,828
117
$12.8M 0.18%
373,590
+8,260
118
$12.7M 0.18%
134,293
+9,388
119
$12.7M 0.18%
219,632
+4,827
120
$12.6M 0.18%
137,997
-3,785
121
$12.4M 0.18%
113,293
+6,386
122
$12.3M 0.18%
442,423
+182,877
123
$12.3M 0.18%
157,895
+457
124
$12M 0.17%
164,337
+4,460
125
$12M 0.17%
189,790
-6,110
3 4
5
6 7