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
1976
– –
-801
1977
– –
-3,537
1978
– –
-13,824
1979
– –
-6,702
1980
– –
-5,556
1981
– –
-3,719
1982
– –
-10,407
1983
– –
-833
1984
– –
-3,846
1985
– –
-10,188
1986
– –
-5,125
1987
– –
-3,339
1988
– –
-32,909
1989
– –
-6,988
1990
– –
-10,947
1991
– –
-10,795
1992
– –
-4,058
1993
– –
-27,934
1994
– –
-5,720
1995
– –
-9,226
1996
– –
-2,366
1997
– –
-6,615
1998
– –
-1,060
1999
– –
-1,083
2000
– –
-5,900
77 78 79
80
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