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
2176
– –
-10,315
2177
– –
-38,419
2178
– –
-10,094
2179
– –
-5,200
2180
– –
-13,717
2181
– –
-16,757
2182
– –
-7,320
2183
– –
-22,083
2184
– –
-1,567
2185
– –
-28,509
2186
– –
-10,368
2187
– –
-34,298
2188
– –
-30,242
2189
– –
-1,648
2190
– –
-17,947
2191
– –
-9,384
2192
– –
-15,846
2193
– –
-14,057
2194
– –
-4,497
2195
– –
-7,700
2196
– –
-4,846
2197
– –
-6,514
2198
– –
-1,585
2199
– –
-7,166
2200
– –
-3,742
86 87
88
89 90