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
1526
$276K ﹤0.01%
3,507
-507
1527
$275K ﹤0.01%
+2,322
1528
$275K ﹤0.01%
+7,578
1529
$274K ﹤0.01%
18,506
+1,932
1530
$274K ﹤0.01%
2,545
-328
1531
$274K ﹤0.01%
+8,080
1532
$273K ﹤0.01%
5,607
-283
1533
$273K ﹤0.01%
5,387
+39
1534
$273K ﹤0.01%
33,031
+96
1535
$273K ﹤0.01%
4,875
+209
1536
$272K ﹤0.01%
10,108
-1,292
1537
$272K ﹤0.01%
16,672
+839
1538
$270K ﹤0.01%
6,793
1539
$270K ﹤0.01%
4,376
-34
1540
$269K ﹤0.01%
+6,468
1541
$269K ﹤0.01%
2,826
-215
1542
$269K ﹤0.01%
+3,065
1543
$269K ﹤0.01%
4,198
-457
1544
$268K ﹤0.01%
8,538
+3,007
1545
$267K ﹤0.01%
18,543
-204
1546
$267K ﹤0.01%
14,138
+2,580
1547
$266K ﹤0.01%
29,837
1548
$266K ﹤0.01%
+11,723
1549
$265K ﹤0.01%
3,450
-346
1550
$264K ﹤0.01%
3,108
60 61
62
63 64