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
1651
$222K ﹤0.01%
37,897
-6,060
1652
$222K ﹤0.01%
2,493
+301
1653
$221K ﹤0.01%
12,605
-16
1654
$221K ﹤0.01%
+3,282
1655
$221K ﹤0.01%
19,323
1656
$221K ﹤0.01%
9,680
+1,600
1657
$220K ﹤0.01%
3,563
+121
1658
$218K ﹤0.01%
8,000
1659
$218K ﹤0.01%
5,120
+158
1660
$217K ﹤0.01%
12,858
+238
1661
$217K ﹤0.01%
9,479
-7,111
1662
$217K ﹤0.01%
+2,802
1663
$217K ﹤0.01%
4,078
-1,255
1664
$217K ﹤0.01%
10,900
-1,500
1665
$217K ﹤0.01%
+2,437
1666
$217K ﹤0.01%
+9,030
1667
$216K ﹤0.01%
8,893
-833
1668
$214K ﹤0.01%
4,609
+125
1669
$214K ﹤0.01%
6,348
-1,113
1670
$214K ﹤0.01%
5,919
+110
1671
$214K ﹤0.01%
16,367
-982
1672
$214K ﹤0.01%
8,449
-274
1673
$213K ﹤0.01%
6,445
-2,070
1674
$213K ﹤0.01%
17,786
+2,031
1675
$212K ﹤0.01%
2,915
-141
65 66
67
68 69