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
1251
$436K 0.01%
9,873
-1,121
1252
$436K 0.01%
7,947
1253
$436K 0.01%
13,471
+2,544
1254
$436K 0.01%
10,368
-9,399
1255
$435K 0.01%
8,750
+1,051
1256
$434K 0.01%
12,017
+5,064
1257
$434K 0.01%
9,054
-1,012
1258
$434K 0.01%
5,185
+979
1259
$434K 0.01%
+17,993
1260
$433K 0.01%
+13,379
1261
$433K 0.01%
46,764
-1,363
1262
$433K 0.01%
18,205
-145
1263
$433K 0.01%
35,940
+1,000
1264
$432K 0.01%
32,951
+4,557
1265
$432K 0.01%
5,439
+1,724
1266
$432K 0.01%
3,880
-147
1267
$432K 0.01%
1,296
+119
1268
$431K 0.01%
5,327
+759
1269
$431K 0.01%
17,474
-251
1270
$429K 0.01%
2,875
-643
1271
$428K 0.01%
+35,803
1272
$428K 0.01%
+20,064
1273
$428K 0.01%
1,767
-1,093
1274
$428K 0.01%
9,246
+4,100
1275
$426K 0.01%
+16,722
49 50
51
52 53