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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
+$25.2M
2
+$23.9M
3
+$21M
4
PECO icon
Phillips Edison & Co
PECO
+$18.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11.9M

Top Sells

1
+$13.4M
2
+$13M
3
+$10.5M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.78M
5
ARWR icon
Arrowhead Research
ARWR
+$7.93M

Sector Composition

1 Technology 11.17%
2 Healthcare 5.35%
3 Financials 4.83%
4 Consumer Discretionary 4.26%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-3,193
1877
– –
-6,539
1878
– –
-27,786
1879
– –
-18,840
1880
– –
-2,099
1881
– –
-52,164
1882
– –
-5,978
1883
– –
-5,720
1884
– –
-1,217
1885
– –
-1,249
1886
– –
-19,439
1887
– –
-3,710
1888
– –
-15,139
1889
– –
-5,045
1890
– –
-18,960
1891
– –
-600
1892
– –
-22,165
1893
– –
-570
1894
– –
-1,046
1895
– –
-61,207
1896
– –
-18,221
1897
– –
-11,703
1898
– –
-2,526
1899
– –
-17,273
1900
– –
-3,147
74 75
76
77 78