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
1601
$240K ﹤0.01%
3,789
-49
1602
$239K ﹤0.01%
15,734
+309
1603
$239K ﹤0.01%
7,404
+384
1604
$238K ﹤0.01%
4,336
+280
1605
$237K ﹤0.01%
1,308
+273
1606
$237K ﹤0.01%
11,755
-6,913
1607
$237K ﹤0.01%
8,977
+1,086
1608
$237K ﹤0.01%
+8,125
1609
$237K ﹤0.01%
4,012
+771
1610
$236K ﹤0.01%
4,539
-110
1611
$236K ﹤0.01%
8,314
1612
$236K ﹤0.01%
+9,543
1613
$236K ﹤0.01%
13,486
+562
1614
$235K ﹤0.01%
+1,612
1615
$235K ﹤0.01%
1,791
+114
1616
$234K ﹤0.01%
+6,260
1617
$234K ﹤0.01%
8,175
-355
1618
$234K ﹤0.01%
21,016
-131
1619
$234K ﹤0.01%
6,388
+345
1620
$233K ﹤0.01%
+3,220
1621
$233K ﹤0.01%
2,018
+62
1622
$232K ﹤0.01%
1,604
+199
1623
$231K ﹤0.01%
2,212
-72
1624
$231K ﹤0.01%
+4,029
1625
$231K ﹤0.01%
1,037
-62
63 64
65
66 67