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
1876
– –
-27,786
1877
– –
-21,551
1878
– –
-6,308
1879
– –
-4,110
1880
– –
-147,320
1881
– –
-18,840
1882
– –
-2,099
1883
– –
-52,164
1884
– –
-9,906
1885
– –
-4,712
1886
– –
-15,029
1887
– –
-5,018
1888
– –
-4,962
1889
– –
-7,233
1890
– –
-11,723
1891
– –
-130,623
1892
– –
-8,088
1893
– –
-14,832
1894
– –
-4,069
1895
– –
-2,560
1896
– –
-12,048
1897
– –
-10,276
1898
– –
-13,375
1899
– –
-4,993
1900
– –
-28,553
74 75
76
77 78