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
1626
$231K ﹤0.01%
7,912
-3,198
1627
$230K ﹤0.01%
18,282
+52
1628
$230K ﹤0.01%
17,056
+6,746
1629
$230K ﹤0.01%
4,880
-2,943
1630
$229K ﹤0.01%
+6,336
1631
$229K ﹤0.01%
5,421
-384
1632
$229K ﹤0.01%
30,024
+3,750
1633
$228K ﹤0.01%
+9,589
1634
$228K ﹤0.01%
+1,474
1635
$228K ﹤0.01%
11,815
+86
1636
$227K ﹤0.01%
+11,694
1637
$227K ﹤0.01%
27,500
1638
$227K ﹤0.01%
+11,346
1639
$227K ﹤0.01%
10,588
-337
1640
$227K ﹤0.01%
+2,239
1641
$227K ﹤0.01%
+504
1642
$226K ﹤0.01%
+3,473
1643
$225K ﹤0.01%
+11,577
1644
$225K ﹤0.01%
1,150
-114
1645
$225K ﹤0.01%
7,979
+557
1646
$224K ﹤0.01%
2,808
+150
1647
$224K ﹤0.01%
+2,947
1648
$223K ﹤0.01%
12,086
+1,288
1649
$223K ﹤0.01%
2,509
-74
1650
$222K ﹤0.01%
+2,209
64 65
66
67 68