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
1926
– –
-4,967
1927
– –
-8,570
1928
– –
-3,153
1929
– –
-2,561
1930
– –
-3,320
1931
– –
-570
1932
– –
-7,327
1933
– –
-26,820
1934
– –
-1,046
1935
– –
-20,429
1936
– –
-61,207
1937
– –
-18,221
1938
– –
-3,679
1939
– –
-1,382
1940
– –
-11,703
1941
– –
-2,526
1942
– –
-6,799
1943
– –
-6,094
1944
– –
-5,978
1945
– –
-4,923
1946
– –
-8,440
1947
– –
-7,462
1948
– –
-5,049
1949
– –
-3,927
1950
– –
-3,935
76 77
78
79 80