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
1726
$193K ﹤0.01%
11,281
-1,982
1727
$191K ﹤0.01%
11,602
+725
1728
$190K ﹤0.01%
+11,462
1729
$188K ﹤0.01%
12,422
-1,386
1730
$186K ﹤0.01%
+11,224
1731
$186K ﹤0.01%
15,609
-8,063
1732
$186K ﹤0.01%
17,895
-2,477
1733
$186K ﹤0.01%
29,300
+8,650
1734
$184K ﹤0.01%
36,015
+1,152
1735
$184K ﹤0.01%
12,949
-5,999
1736
$184K ﹤0.01%
20,075
+7,600
1737
$181K ﹤0.01%
40,534
-11,692
1738
$180K ﹤0.01%
15,430
+902
1739
$178K ﹤0.01%
20,017
+127
1740
$177K ﹤0.01%
17,480
-937
1741
$177K ﹤0.01%
1,056
+112
1742
$176K ﹤0.01%
23,622
+4,446
1743
$174K ﹤0.01%
16,036
+2,667
1744
$174K ﹤0.01%
13,314
-2,400
1745
$173K ﹤0.01%
9,800
+500
1746
$172K ﹤0.01%
5,011
+1,050
1747
$172K ﹤0.01%
20,996
+1,338
1748
$170K ﹤0.01%
13,494
+37
1749
$165K ﹤0.01%
+14,105
1750
$165K ﹤0.01%
13,149
+2,536
68 69
70
71 72