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
1426
$324K ﹤0.01%
9,919
+309
1427
$324K ﹤0.01%
+9,576
1428
$324K ﹤0.01%
17,308
+2,663
1429
$324K ﹤0.01%
24,684
1430
$323K ﹤0.01%
12,819
-184
1431
$322K ﹤0.01%
5,863
-1,205
1432
$321K ﹤0.01%
14,900
1433
$321K ﹤0.01%
34,804
+1,181
1434
$321K ﹤0.01%
9,688
+1,248
1435
$320K ﹤0.01%
3,320
+1,274
1436
$319K ﹤0.01%
4,253
+184
1437
$318K ﹤0.01%
6,507
-602
1438
$318K ﹤0.01%
822
+52
1439
$318K ﹤0.01%
2,866
-323
1440
$317K ﹤0.01%
8,562
-375
1441
$317K ﹤0.01%
5,974
+1
1442
$317K ﹤0.01%
28,222
+2,936
1443
$316K ﹤0.01%
10,121
+2,950
1444
$316K ﹤0.01%
23,940
-5,313
1445
$316K ﹤0.01%
149,688
+30,060
1446
$315K ﹤0.01%
7,286
-1,128
1447
$315K ﹤0.01%
6,648
-75
1448
$314K ﹤0.01%
23,763
+1,019
1449
$314K ﹤0.01%
7,421
-6,577
1450
$313K ﹤0.01%
3,724
-769
56 57
58
59 60