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
1451
$313K ﹤0.01%
8,958
-350
1452
$313K ﹤0.01%
8,837
-48
1453
$312K ﹤0.01%
7,754
-290
1454
$312K ﹤0.01%
53,987
-61,464
1455
$312K ﹤0.01%
17,778
+7,754
1456
$311K ﹤0.01%
1,979
-1
1457
$310K ﹤0.01%
+8,269
1458
$310K ﹤0.01%
4,866
-272
1459
$310K ﹤0.01%
4,988
-8,518
1460
$309K ﹤0.01%
6,346
+1,897
1461
$308K ﹤0.01%
4,764
-250
1462
$307K ﹤0.01%
5,207
+7
1463
$307K ﹤0.01%
4,230
-18
1464
$307K ﹤0.01%
30,220
+272
1465
$306K ﹤0.01%
209
-56
1466
$306K ﹤0.01%
7,509
-41
1467
$304K ﹤0.01%
5,642
1468
$304K ﹤0.01%
15,484
-3,053
1469
$304K ﹤0.01%
2,592
-34
1470
$303K ﹤0.01%
9,283
+2,751
1471
$302K ﹤0.01%
31,458
+1,444
1472
$302K ﹤0.01%
3,742
-877
1473
$302K ﹤0.01%
2,874
+267
1474
$301K ﹤0.01%
8,388
-194
1475
$301K ﹤0.01%
7,739
+33
57 58
59
60 61