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
1326
$395K 0.01%
20,251
-2,956
1327
$395K 0.01%
23,633
-28,497
1328
$394K 0.01%
11,594
+3,667
1329
$394K 0.01%
+4,362
1330
$393K 0.01%
5,867
+39
1331
$393K 0.01%
4,931
+97
1332
$392K 0.01%
3,921
-289
1333
$392K 0.01%
5,580
-21
1334
$392K 0.01%
3,596
+1,232
1335
$391K 0.01%
7,258
+64
1336
$391K 0.01%
4,243
-1,015
1337
$390K 0.01%
15,379
+1,944
1338
$389K 0.01%
+22,434
1339
$388K 0.01%
2,814
+182
1340
$386K 0.01%
12,611
-1,369
1341
$386K 0.01%
3,459
+826
1342
$386K 0.01%
7,791
+1,015
1343
$385K 0.01%
10,946
-110
1344
$385K 0.01%
16,703
-5,296
1345
$385K 0.01%
12,555
+800
1346
$384K 0.01%
11,430
1347
$383K 0.01%
3,452
+376
1348
$383K 0.01%
1,575
+93
1349
$382K 0.01%
8,423
+212
1350
$382K 0.01%
+4,754
52 53
54
55 56