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
1301
$406K 0.01%
15,056
+4,729
1302
$405K 0.01%
1,169
+540
1303
$404K 0.01%
1,421
-1,212
1304
$404K 0.01%
4,204
+411
1305
$404K 0.01%
6,862
+398
1306
$403K 0.01%
106,600
-4,868
1307
$403K 0.01%
5,650
-545
1308
$403K 0.01%
8,597
-5,911
1309
$403K 0.01%
5,096
+2,479
1310
$402K 0.01%
42,001
+1,050
1311
$402K 0.01%
+10,654
1312
$401K 0.01%
1,693
+260
1313
$400K 0.01%
8,230
+69
1314
$400K 0.01%
5,057
1315
$399K 0.01%
2,171
+26
1316
$399K 0.01%
9,594
+2,010
1317
$398K 0.01%
5,548
+196
1318
$398K 0.01%
13,875
-11,730
1319
$398K 0.01%
3,957
-96
1320
$398K 0.01%
5,800
+175
1321
$398K 0.01%
1,683
-10
1322
$396K 0.01%
2,974
+924
1323
$396K 0.01%
3,356
-420
1324
$396K 0.01%
2,108
+399
1325
$396K 0.01%
15,870
-12,939
51 52
53
54 55