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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
$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
2201
– –
-6,642
2202
– –
-10,061
2203
– –
-694
2204
– –
-20,400
2205
– –
-10,000
2206
– –
-2,558
2207
– –
-13,432
2208
– –
-2,708
2209
– –
-9,145
2210
– –
-66,923
2211
– –
-10,442
2212
– –
-611
2213
– –
-19,081
2214
– –
-7,615
2215
– –
-2,555
2216
– –
-10,093
2217
– –
-50,835
2218
– –
-10,599
2219
– –
-3,611
2220
– –
-6,111
2221
– –
-5,306
2222
– –
-9,222
2223
– –
-29,041
2224
– –
-8,555
2225
– –
-2,852
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