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
1751
$165K ﹤0.01%
36,094
+6,966
1752
$165K ﹤0.01%
17,313
-4,346
1753
$164K ﹤0.01%
38,539
+10,117
1754
$163K ﹤0.01%
+10,063
1755
$159K ﹤0.01%
17,380
+100
1756
$159K ﹤0.01%
11,863
-119
1757
$156K ﹤0.01%
13,513
-3,185
1758
$155K ﹤0.01%
+10,021
1759
$155K ﹤0.01%
26,364
-1,980
1760
$153K ﹤0.01%
11,041
-345
1761
$152K ﹤0.01%
63,205
+26,871
1762
$151K ﹤0.01%
12,292
-1,772
1763
$151K ﹤0.01%
5,226
-46
1764
$151K ﹤0.01%
12,730
-2,275
1765
$149K ﹤0.01%
15,362
+3,113
1766
$148K ﹤0.01%
+13,100
1767
$147K ﹤0.01%
23,511
+6,826
1768
$146K ﹤0.01%
17,934
+692
1769
$146K ﹤0.01%
13,190
-5,219
1770
$143K ﹤0.01%
17,275
-377
1771
$142K ﹤0.01%
+11,516
1772
$137K ﹤0.01%
+12,094
1773
$137K ﹤0.01%
23,277
+1,697
1774
$137K ﹤0.01%
13,610
+1,442
1775
$135K ﹤0.01%
3,225
+12
69 70
71
72 73