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
1776
$135K ﹤0.01%
16,672
+2,743
1777
$134K ﹤0.01%
15,455
+1,478
1778
$134K ﹤0.01%
+11,411
1779
$133K ﹤0.01%
+11,234
1780
$127K ﹤0.01%
+14,099
1781
$123K ﹤0.01%
+12,398
1782
$122K ﹤0.01%
15,004
+56
1783
$122K ﹤0.01%
+15,970
1784
$121K ﹤0.01%
14,138
-4,930
1785
$121K ﹤0.01%
13,047
+2,000
1786
$119K ﹤0.01%
+12,877
1787
$118K ﹤0.01%
25,950
-600
1788
$113K ﹤0.01%
16,296
-2,048
1789
$111K ﹤0.01%
3,377
+87
1790
$110K ﹤0.01%
+17,435
1791
$108K ﹤0.01%
68,387
+8,659
1792
$108K ﹤0.01%
24,472
+1,819
1793
$106K ﹤0.01%
+29,846
1794
$103K ﹤0.01%
+1,362
1795
$102K ﹤0.01%
+25,370
1796
$101K ﹤0.01%
+12,235
1797
$101K ﹤0.01%
13,800
1798
$100K ﹤0.01%
+12,891
1799
$99K ﹤0.01%
1,302
+55
1800
$99K ﹤0.01%
+21,248
70 71
72
73 74