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
1351
$381K 0.01%
7,967
-3,285
1352
$381K 0.01%
17,113
-20,393
1353
$380K 0.01%
1,166
-97
1354
$379K 0.01%
2,636
-1,366
1355
$378K 0.01%
7,011
-3,809
1356
$378K 0.01%
6,303
+651
1357
$377K 0.01%
9,820
-61
1358
$376K 0.01%
2,057
-94
1359
$375K 0.01%
+3,591
1360
$375K 0.01%
3,915
+696
1361
$375K 0.01%
6,529
+218
1362
$372K 0.01%
5,655
+530
1363
$371K 0.01%
14,442
-578
1364
$371K 0.01%
2,132
-76
1365
$370K 0.01%
15,738
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1366
$369K 0.01%
11,480
-2,050
1367
$369K 0.01%
+10,686
1368
$367K 0.01%
3,556
-1,396
1369
$366K 0.01%
10,787
-565
1370
$366K 0.01%
950
+108
1371
$365K 0.01%
2,614
+112
1372
$364K 0.01%
+15,156
1373
$364K 0.01%
+3,980
1374
$361K 0.01%
7,419
-147
1375
$361K 0.01%
17,073
-148
53 54
55
56 57