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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
1901
– –
-10,145
1902
– –
-1,137
1903
– –
-2,366
1904
– –
-6,615
1905
– –
-1,060
1906
– –
-1,083
1907
– –
-8,744
1908
– –
-3,741
1909
– –
-1,656
1910
– –
-13,386
1911
– –
-21,551
1912
– –
-6,308
1913
– –
-4,110
1914
– –
-147,320
1915
– –
-10,040
1916
– –
-12,008
1917
– –
-4,645
1918
– –
-19,950
1919
– –
-11,235
1920
– –
-119,565
1921
– –
-3,247
1922
– –
-1,548
1923
– –
-10,700
1924
– –
-15,636
1925
– –
-9,900
75 76
77
78 79