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
1676
$212K ﹤0.01%
3,750
1677
$211K ﹤0.01%
5,300
-2,450
1678
$211K ﹤0.01%
+7,773
1679
$211K ﹤0.01%
2,966
+349
1680
$211K ﹤0.01%
5,520
-4,960
1681
$210K ﹤0.01%
+4,029
1682
$210K ﹤0.01%
1,014
-5
1683
$210K ﹤0.01%
4,355
+493
1684
$210K ﹤0.01%
3,417
-566
1685
$210K ﹤0.01%
+10,582
1686
$210K ﹤0.01%
4,152
+102
1687
$209K ﹤0.01%
4,305
+123
1688
$209K ﹤0.01%
3,195
-15
1689
$208K ﹤0.01%
+3,576
1690
$207K ﹤0.01%
6,031
-188
1691
$207K ﹤0.01%
600
+23
1692
$207K ﹤0.01%
+2,447
1693
$207K ﹤0.01%
490
-77
1694
$206K ﹤0.01%
16,913
+227
1695
$206K ﹤0.01%
2,808
+83
1696
$206K ﹤0.01%
+7,035
1697
$206K ﹤0.01%
3,509
-1,176
1698
$206K ﹤0.01%
+7,876
1699
$206K ﹤0.01%
10,300
-2,167
1700
$205K ﹤0.01%
+9,784
66 67
68
69 70