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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
1926
– –
-12,111
1927
– –
-11,119
1928
– –
-4,967
1929
– –
-8,570
1930
– –
-3,153
1931
– –
-9,906
1932
– –
-4,712
1933
– –
-15,029
1934
– –
-5,018
1935
– –
-4,962
1936
– –
-7,233
1937
– –
-11,723
1938
– –
-130,623
1939
– –
-8,088
1940
– –
-14,832
1941
– –
-4,069
1942
– –
-2,560
1943
– –
-2,561
1944
– –
-3,320
1945
– –
-7,327
1946
– –
-26,820
1947
– –
-20,429
1948
– –
-3,679
1949
– –
-1,382
1950
– –
-6,799
76 77
78
79 80