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
1501
$290K ﹤0.01%
112,050
+5,000
1502
$290K ﹤0.01%
+8,838
1503
$289K ﹤0.01%
41,568
-3,015
1504
$289K ﹤0.01%
19,759
1505
$289K ﹤0.01%
993
-13
1506
$288K ﹤0.01%
9,262
-1,600
1507
$288K ﹤0.01%
22,136
-2,763
1508
$286K ﹤0.01%
16,985
+1,995
1509
$285K ﹤0.01%
12,930
+1,154
1510
$285K ﹤0.01%
3,385
-220
1511
$284K ﹤0.01%
+8,600
1512
$283K ﹤0.01%
27,335
-100
1513
$283K ﹤0.01%
12,898
-268
1514
$281K ﹤0.01%
21,840
-50
1515
$281K ﹤0.01%
6,070
+1,396
1516
$281K ﹤0.01%
7,880
-2,106
1517
$280K ﹤0.01%
+5,787
1518
$279K ﹤0.01%
4,332
-209
1519
$279K ﹤0.01%
1,680
+246
1520
$279K ﹤0.01%
+9,755
1521
$277K ﹤0.01%
+1,899
1522
$277K ﹤0.01%
+26,825
1523
$277K ﹤0.01%
16,526
-1,559
1524
$277K ﹤0.01%
4,050
+257
1525
$277K ﹤0.01%
+5,079
59 60
61
62 63