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
1851
$7K ﹤0.01%
600
1852
$6K ﹤0.01%
146
1853
$6K ﹤0.01%
+735
1854
$4K ﹤0.01%
+18,557
1855
– –
-7,251
1856
– –
-2,300
1857
– –
-5,751
1858
– –
-9,407
1859
– –
-895
1860
– –
-15,849
1861
– –
-6,732
1862
– –
-5,882
1863
– –
-7,430
1864
– –
-9,500
1865
– –
-10,121
1866
– –
-4,601
1867
– –
-6,267
1868
– –
-1,463
1869
– –
-9,515
1870
– –
-10,427
1871
– –
-12,814
1872
– –
-10,675
1873
– –
-267,549
1874
– –
-3,193
1875
– –
-6,539
73 74
75
76 77