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
176
$8.42M 0.12%
44,828
-2,085
177
$8.39M 0.12%
441,238
-153,289
178
$8.37M 0.12%
39,437
+2,552
179
$8.35M 0.12%
140,946
+6,485
180
$8.32M 0.12%
396,545
-138,539
181
$8.28M 0.12%
84,387
+4,334
182
$8.23M 0.12%
13,936
+598
183
$8.21M 0.12%
+1,082,668
184
$8.2M 0.12%
204,742
+59,629
185
$8.15M 0.12%
50,397
+8,749
186
$8.07M 0.12%
325,664
-9,184
187
$8.06M 0.12%
288,558
+1,524
188
$8.05M 0.12%
23,219
+2,877
189
$8.02M 0.12%
61,657
+1,767
190
$8.02M 0.12%
160,015
-453
191
$8.01M 0.12%
40,902
+7,629
192
$8.01M 0.12%
1,011,083
-38,750
193
$8M 0.11%
208,515
-132,389
194
$7.96M 0.11%
32,090
-2,289
195
$7.95M 0.11%
218,358
-8,932
196
$7.95M 0.11%
470,082
+38,236
197
$7.83M 0.11%
174,897
+14,072
198
$7.8M 0.11%
102,767
-465
199
$7.79M 0.11%
49,408
+7,907
200
$7.73M 0.11%
202,319
+48,430
6 7
8
9 10