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
1226
$453K 0.01%
+17,836
1227
$452K 0.01%
18,347
+2,571
1228
$452K 0.01%
29,663
+1,628
1229
$452K 0.01%
4,836
-274
1230
$451K 0.01%
9,800
+222
1231
$450K 0.01%
7,776
+1,125
1232
$450K 0.01%
4,223
-16
1233
$450K 0.01%
5,215
-8,738
1234
$448K 0.01%
36,453
-497
1235
$448K 0.01%
4,321
-99
1236
$447K 0.01%
4,456
-733
1237
$447K 0.01%
19,380
1238
$447K 0.01%
4,053
-271
1239
$446K 0.01%
13,961
-12,534
1240
$445K 0.01%
10,617
-2,221
1241
$444K 0.01%
5,989
+113
1242
$443K 0.01%
+14,937
1243
$441K 0.01%
12,307
-100,995
1244
$441K 0.01%
4,278
-1,362
1245
$440K 0.01%
3,917
+55
1246
$440K 0.01%
31,486
+6,248
1247
$439K 0.01%
+11,445
1248
$439K 0.01%
25,960
+2,341
1249
$438K 0.01%
2,888
+390
1250
$436K 0.01%
+21,304
48 49
50
51 52