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
1126
$519K 0.01%
2,522
+192
1127
$518K 0.01%
124,300
+9,550
1128
$518K 0.01%
14,859
+6,813
1129
$518K 0.01%
14,612
+1,009
1130
$518K 0.01%
6,237
-8,213
1131
$518K 0.01%
2,997
+169
1132
$517K 0.01%
9,354
+4,590
1133
$516K 0.01%
22,763
+13,940
1134
$516K 0.01%
56,000
+5,800
1135
$516K 0.01%
1,755
+100
1136
$514K 0.01%
+29,650
1137
$514K 0.01%
11,659
+35
1138
$513K 0.01%
9,081
+338
1139
$513K 0.01%
30,216
+761
1140
$512K 0.01%
+16,853
1141
$512K 0.01%
15,932
+9
1142
$511K 0.01%
4,703
-254
1143
$510K 0.01%
4,636
+1,604
1144
$510K 0.01%
+10,721
1145
$508K 0.01%
2,909
+31
1146
$508K 0.01%
14,699
+577
1147
$507K 0.01%
16,699
+6,428
1148
$507K 0.01%
19,974
+1,770
1149
$507K 0.01%
131,530
-4,480
1150
$506K 0.01%
10,088
+2,310
44 45
46
47 48