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
151
$9.8M 0.14%
19,980
-11,625
152
$9.67M 0.14%
29,304
+4,286
153
$9.64M 0.14%
181,704
-1,628
154
$9.61M 0.14%
35,156
+1,139
155
$9.56M 0.14%
125,920
+40,260
156
$9.53M 0.14%
416,546
+23,006
157
$9.34M 0.13%
87,288
+8,296
158
$9.24M 0.13%
85,970
-21,148
159
$9.15M 0.13%
249,231
+94,042
160
$9.05M 0.13%
105,167
+36,906
161
$9.02M 0.13%
66,998
+523
162
$8.99M 0.13%
72,224
-12,477
163
$8.94M 0.13%
66,380
-2,214
164
$8.89M 0.13%
183,362
-10,316
165
$8.87M 0.13%
69,323
-615
166
$8.85M 0.13%
473,204
+43,036
167
$8.83M 0.13%
127,463
-589
168
$8.72M 0.13%
28,578
+4,563
169
$8.62M 0.12%
18,918
+570
170
$8.6M 0.12%
118,574
-7,315
171
$8.59M 0.12%
76,944
+332
172
$8.56M 0.12%
81,611
+19,035
173
$8.55M 0.12%
145,066
+573
174
$8.48M 0.12%
305,343
+29,967
175
$8.47M 0.12%
43,542
+4,594
5 6
7
8 9