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
1801
$99K ﹤0.01%
+16,160
1802
$98K ﹤0.01%
18,995
-135
1803
$97K ﹤0.01%
11,450
1804
$96K ﹤0.01%
16,943
+64
1805
$95K ﹤0.01%
180,400
+79,300
1806
$93K ﹤0.01%
19,000
+4,500
1807
$92K ﹤0.01%
23,072
+172
1808
$92K ﹤0.01%
13,436
+33
1809
$90K ﹤0.01%
771
+2
1810
$83K ﹤0.01%
13,365
-2,850
1811
$82K ﹤0.01%
+16,240
1812
$82K ﹤0.01%
+10,283
1813
$81K ﹤0.01%
13,790
-1,662
1814
$81K ﹤0.01%
11,400
+500
1815
$80K ﹤0.01%
21,112
-47
1816
$80K ﹤0.01%
833
+463
1817
$77K ﹤0.01%
+16,854
1818
$74K ﹤0.01%
16,619
-98
1819
$74K ﹤0.01%
+19,598
1820
$72K ﹤0.01%
12,568
+333
1821
$69K ﹤0.01%
1,856
1822
$67K ﹤0.01%
+15,253
1823
$66K ﹤0.01%
+13,790
1824
$62K ﹤0.01%
4,000
1825
$62K ﹤0.01%
15,812
+3,042
71 72
73
74 75