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
1951
– –
-11,373
1952
– –
-2,429
1953
– –
-4,124
1954
– –
-5,786
1955
– –
-2,211
1956
– –
-3,105
1957
– –
-14,237
1958
– –
-17,273
1959
– –
-4,853
1960
– –
-3,118
1961
– –
-5,078
1962
– –
-10,859
1963
– –
-9,610
1964
– –
-8,285
1965
– –
-64,807
1966
– –
-858
1967
– –
-8,563
1968
– –
-10,600
1969
– –
-6,741
1970
– –
-3,172
1971
– –
-3,147
1972
– –
-10,145
1973
– –
-1,137
1974
– –
-4,866
1975
– –
-3,008
77 78
79
80 81