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
1276
$425K 0.01%
3,244
-1,028
1277
$423K 0.01%
1,613
-74
1278
$423K 0.01%
+18,675
1279
$422K 0.01%
7,904
+2,675
1280
$420K 0.01%
18,427
+1,810
1281
$420K 0.01%
32,239
-1,355
1282
$418K 0.01%
881
+94
1283
$417K 0.01%
2,173
-16
1284
$417K 0.01%
12,923
-3,214
1285
$415K 0.01%
7,009
-27,806
1286
$415K 0.01%
6,212
-78
1287
$414K 0.01%
+15,626
1288
$414K 0.01%
12,232
-5,656
1289
$413K 0.01%
16,214
-2,230
1290
$412K 0.01%
18,427
+720
1291
$412K 0.01%
5,242
-491
1292
$411K 0.01%
39,076
-1,431
1293
$410K 0.01%
9,150
-300
1294
$410K 0.01%
+3,828
1295
$409K 0.01%
35,586
-7,474
1296
$409K 0.01%
35,563
-6,582
1297
$408K 0.01%
4,042
-508
1298
$407K 0.01%
1,653
-15
1299
$407K 0.01%
16,223
-400
1300
$406K 0.01%
+14,768
50 51
52
53 54