We are live on ! Find out more
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
$11.4B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,250
New
Increased
Reduced
Closed

Top Buys

1
+$80.9M
2
+$77.4M
3
+$46.3M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$39.6M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$24.7M

Top Sells

1
+$84.1M
2
+$39.8M
3
+$30.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.1M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$18.7M

Sector Composition

1 Technology 7.95%
2 Healthcare 3.72%
3 Financials 3.67%
4 Consumer Discretionary 3.09%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
– –
-17,274
2152
– –
-3,817
2153
– –
-3,999
2154
– –
-8,434
2155
– –
-10,180
2156
– –
-12,384
2157
– –
-4,045
2158
– –
-21,765
2159
– –
-45,594
2160
– –
-11,247
2161
– –
-4,372
2162
– –
-13,509
2163
– –
-11,127
2164
– –
-11,867
2165
– –
-25,902
2166
– –
-7,918
2167
– –
-1,160
2168
– –
-11,269
2169
– –
-3,588
2170
– –
-5,712
2171
– –
-10,723
2172
– –
-3,742
2173
– –
-120,759
2174
– –
-11,000
2175
– –
-29,286
85 86
87
88 89