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
1576
$252K ﹤0.01%
7,871
+211
1577
$251K ﹤0.01%
32,317
+3,211
1578
$250K ﹤0.01%
5,315
+152
1579
$248K ﹤0.01%
3,124
+49
1580
$247K ﹤0.01%
11,807
+101
1581
$247K ﹤0.01%
8,544
-375
1582
$246K ﹤0.01%
+4,137
1583
$246K ﹤0.01%
45,001
-8,703
1584
$246K ﹤0.01%
2,051
-1,051
1585
$246K ﹤0.01%
3,721
-57
1586
$246K ﹤0.01%
3,767
-772
1587
$245K ﹤0.01%
10,950
1588
$245K ﹤0.01%
+813
1589
$245K ﹤0.01%
10,390
-176
1590
$243K ﹤0.01%
1,882
+429
1591
$243K ﹤0.01%
5,145
+1,001
1592
$243K ﹤0.01%
4,010
+262
1593
$243K ﹤0.01%
1,957
-184
1594
$243K ﹤0.01%
4,934
-1,898
1595
$242K ﹤0.01%
+4,635
1596
$241K ﹤0.01%
+6,697
1597
$241K ﹤0.01%
+10,578
1598
$241K ﹤0.01%
2,574
-60
1599
$241K ﹤0.01%
+7,221
1600
$240K ﹤0.01%
1,559
+1,092
62 63
64
65 66