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
1376
$360K 0.01%
11,464
-13,865
1377
$360K 0.01%
16,261
+6,912
1378
$358K 0.01%
4,089
-283
1379
$358K 0.01%
13,967
-5,869
1380
$357K 0.01%
4,137
-210
1381
$356K 0.01%
5,764
+153
1382
$356K 0.01%
3,223
+430
1383
$356K 0.01%
17,049
+3,703
1384
$355K 0.01%
2,884
-442
1385
$354K 0.01%
7,649
-1,025
1386
$354K 0.01%
46,764
-618
1387
$354K 0.01%
37,696
+9
1388
$354K 0.01%
3,110
+252
1389
$352K 0.01%
+2,886
1390
$351K 0.01%
126,210
+3,210
1391
$351K 0.01%
1,519
-128
1392
$350K 0.01%
25,933
+289
1393
$349K 0.01%
7,163
-4,007
1394
$349K 0.01%
17,421
+2,422
1395
$348K 0.01%
13,678
+1,811
1396
$347K 0.01%
5,761
-331
1397
$346K 0.01%
+10,548
1398
$346K 0.01%
1,168
+59
1399
$346K 0.01%
4,796
-6,074
1400
$346K 0.01%
19,577
-180
54 55
56
57 58