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
1701
$205K ﹤0.01%
2,345
-37
1702
$205K ﹤0.01%
+3,652
1703
$204K ﹤0.01%
7,274
1704
$204K ﹤0.01%
10,605
-519
1705
$204K ﹤0.01%
5,560
-31,250
1706
$203K ﹤0.01%
93,026
+705
1707
$203K ﹤0.01%
+3,713
1708
$203K ﹤0.01%
3,140
+34
1709
$202K ﹤0.01%
+1,203
1710
$202K ﹤0.01%
5,143
-400
1711
$202K ﹤0.01%
+9,296
1712
$202K ﹤0.01%
428
-86
1713
$202K ﹤0.01%
2,424
-7,075
1714
$202K ﹤0.01%
+24,863
1715
$201K ﹤0.01%
1,452
-808
1716
$201K ﹤0.01%
3,150
+167
1717
$201K ﹤0.01%
4,982
-2,546
1718
$201K ﹤0.01%
3,361
-118
1719
$201K ﹤0.01%
16,994
-5,016
1720
$201K ﹤0.01%
5,204
1721
$200K ﹤0.01%
+5,829
1722
$200K ﹤0.01%
+3,371
1723
$200K ﹤0.01%
+7,609
1724
$200K ﹤0.01%
2,339
1725
$195K ﹤0.01%
24,620
-9,081
67 68
69
70 71