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
1401
$345K 0.01%
+13,670
1402
$344K ﹤0.01%
6,417
-291
1403
$344K ﹤0.01%
12,045
+3,520
1404
$343K ﹤0.01%
5,652
+109
1405
$343K ﹤0.01%
11,460
+1,507
1406
$341K ﹤0.01%
7,190
-852
1407
$338K ﹤0.01%
8,361
-831
1408
$338K ﹤0.01%
6,581
+222
1409
$338K ﹤0.01%
30,576
+16,274
1410
$337K ﹤0.01%
6,648
-1,315
1411
$337K ﹤0.01%
10,405
-400
1412
$335K ﹤0.01%
4,168
-3,306
1413
$334K ﹤0.01%
4,909
-885
1414
$333K ﹤0.01%
7,563
-96
1415
$333K ﹤0.01%
2,789
+914
1416
$330K ﹤0.01%
15,842
-89
1417
$329K ﹤0.01%
+2,945
1418
$328K ﹤0.01%
27,457
+477
1419
$327K ﹤0.01%
22,680
-5,279
1420
$326K ﹤0.01%
5,485
-6,767
1421
$326K ﹤0.01%
25,070
1422
$326K ﹤0.01%
56,450
+2,900
1423
$326K ﹤0.01%
1,345
+347
1424
$325K ﹤0.01%
5,854
+153
1425
$324K ﹤0.01%
2,448
-1,279
55 56
57
58 59