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
1551
$264K ﹤0.01%
22,976
-1,265
1552
$263K ﹤0.01%
2,736
+6
1553
$263K ﹤0.01%
5,547
-70
1554
$262K ﹤0.01%
+3,739
1555
$262K ﹤0.01%
4,041
-264
1556
$261K ﹤0.01%
4,077
-547
1557
$261K ﹤0.01%
25,049
+97
1558
$261K ﹤0.01%
23,420
+5,495
1559
$259K ﹤0.01%
+11,426
1560
$259K ﹤0.01%
58
-1
1561
$259K ﹤0.01%
1,549
-100
1562
$257K ﹤0.01%
6,204
+1,161
1563
$256K ﹤0.01%
5,089
+156
1564
$256K ﹤0.01%
2,943
+125
1565
$256K ﹤0.01%
15,817
1566
$256K ﹤0.01%
769
-51
1567
$255K ﹤0.01%
2,049
+150
1568
$255K ﹤0.01%
2,656
-2,099
1569
$254K ﹤0.01%
1,982
-730
1570
$254K ﹤0.01%
2,853
1571
$254K ﹤0.01%
1,228
+118
1572
$253K ﹤0.01%
14,126
-575
1573
$253K ﹤0.01%
19,037
+736
1574
$253K ﹤0.01%
+11,985
1575
$252K ﹤0.01%
1,386
-52
61 62
63
64 65