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
201
$7.68M 0.11%
71,833
+2,907
202
$7.66M 0.11%
92,598
-1,860
203
$7.64M 0.11%
59,670
+13,564
204
$7.61M 0.11%
119,584
-52,619
205
$7.59M 0.11%
40,820
+7,282
206
$7.54M 0.11%
355,259
+78,594
207
$7.48M 0.11%
74,702
-3,085
208
$7.41M 0.11%
32,545
-1,028
209
$7.33M 0.11%
403,311
-1,590
210
$7.32M 0.11%
63,312
+10,324
211
$7.3M 0.1%
107,833
+2,540
212
$7.29M 0.1%
112,877
+1,457
213
$7.29M 0.1%
192,409
+10,997
214
$7.28M 0.1%
13,079
-1,031
215
$7.13M 0.1%
57,587
+18,746
216
$7.13M 0.1%
64,238
+11,619
217
$7.12M 0.1%
77,779
+3,699
218
$7.04M 0.1%
155,806
-10,486
219
$7.03M 0.1%
16,931
+1,096
220
$7M 0.1%
9,163
-70
221
$6.96M 0.1%
130,298
+10,787
222
$6.91M 0.1%
112,672
+45,629
223
$6.81M 0.1%
36,831
-18,636
224
$6.81M 0.1%
35,001
+5,297
225
$6.79M 0.1%
84,891
+4,816
7 8
9
10 11