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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
1976
– –
-3,172
1977
– –
-4,866
1978
– –
-12,048
1979
– –
-10,276
1980
– –
-13,375
1981
– –
-3,008
1982
– –
-801
1983
– –
-3,537
1984
– –
-13,824
1985
– –
-6,702
1986
– –
-5,556
1987
– –
-3,719
1988
– –
-10,407
1989
– –
-28
1990
– –
-3,846
1991
– –
-10,188
1992
– –
-5,125
1993
– –
-3,339
1994
– –
-32,909
1995
– –
-6,988
1996
– –
-10,947
1997
– –
-10,795
1998
– –
-4,058
1999
– –
-27,934
2000
– –
-9,226
77 78 79
80
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