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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
1951
– –
-6,094
1952
– –
-4,923
1953
– –
-8,440
1954
– –
-7,462
1955
– –
-5,049
1956
– –
-3,927
1957
– –
-3,935
1958
– –
-11,373
1959
– –
-2,429
1960
– –
-4,124
1961
– –
-5,786
1962
– –
-2,211
1963
– –
-3,105
1964
– –
-14,237
1965
– –
-4,853
1966
– –
-3,118
1967
– –
-5,078
1968
– –
-10,859
1969
– –
-9,610
1970
– –
-8,285
1971
– –
-64,807
1972
– –
-858
1973
– –
-8,563
1974
– –
-10,600
1975
– –
-6,741
77 78
79
80 81