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
1901
– –
-1,465
1902
– –
-3,741
1903
– –
-1,216
1904
– –
-10,040
1905
– –
-12,008
1906
– –
-1,217
1907
– –
-1,249
1908
– –
-19,439
1909
– –
-3,710
1910
– –
-4,645
1911
– –
-15,139
1912
– –
-19,950
1913
– –
-11,235
1914
– –
-119,565
1915
– –
-3,247
1916
– –
-1,548
1917
– –
-10,700
1918
– –
-15,636
1919
– –
-9,900
1920
– –
-12,111
1921
– –
-5,045
1922
– –
-18,960
1923
– –
-11,119
1924
– –
-600
1925
– –
-22,165
75 76
77
78 79