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
126
$11.9M 0.17%
145,060
-21,811
127
$11.8M 0.17%
70,562
-480
128
$11.6M 0.17%
52,225
-78
129
$11.5M 0.17%
193,716
-16,420
130
$11.4M 0.16%
449,521
-18,830
131
$11.3M 0.16%
182,177
-8,480
132
$11.3M 0.16%
45,630
-406
133
$11.3M 0.16%
349,826
+42,740
134
$11.1M 0.16%
421,286
+253,597
135
$11M 0.16%
441,291
-62,852
136
$10.8M 0.16%
109,122
+4,165
137
$10.6M 0.15%
101,291
-10,402
138
$10.6M 0.15%
83,219
-6,212
139
$10.5M 0.15%
96,214
-21,213
140
$10.4M 0.15%
96,307
+1,795
141
$10.3M 0.15%
42,564
+3,735
142
$10.3M 0.15%
77,977
+6,248
143
$10.3M 0.15%
450,337
-3,883
144
$10.2M 0.15%
37,059
-515
145
$10.2M 0.15%
218,626
+6,062
146
$10.1M 0.15%
108,089
+18,920
147
$10M 0.14%
48,780
-32,619
148
$9.99M 0.14%
93,102
+86,402
149
$9.92M 0.14%
416,772
+8,316
150
$9.89M 0.14%
46,121
-160
4 5
6
7 8