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
1826
$62K ﹤0.01%
4,228
+39
1827
$61K ﹤0.01%
10,000
1828
$58K ﹤0.01%
18,274
1829
$58K ﹤0.01%
16,260
+75
1830
$57K ﹤0.01%
13,180
-221
1831
$54K ﹤0.01%
15,610
1832
$54K ﹤0.01%
10,000
-1,276
1833
$53K ﹤0.01%
15,432
-4,323
1834
$52K ﹤0.01%
11,791
1835
$52K ﹤0.01%
11,400
+400
1836
$51K ﹤0.01%
2,537
-756
1837
$50K ﹤0.01%
+15,232
1838
$39K ﹤0.01%
25
-10
1839
$36K ﹤0.01%
10,400
1840
$35K ﹤0.01%
379
-41
1841
$35K ﹤0.01%
+10,468
1842
$35K ﹤0.01%
+164
1843
$18K ﹤0.01%
10,000
1844
$16K ﹤0.01%
+1,000
1845
$12K ﹤0.01%
+15
1846
$11K ﹤0.01%
+10,000
1847
$9K ﹤0.01%
875
-42
1848
$8K ﹤0.01%
1,175
1849
$8K ﹤0.01%
457
-1,828
1850
$8K ﹤0.01%
+40,523
72 73
74
75 76