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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
2226
– –
-14,662
2227
– –
-1,479
2228
– –
-14,387
2229
– –
-12,074
2230
– –
-1
2231
– –
-2,888
2232
– –
-10,261
2233
– –
-4,171
2234
– –
-9,551
2235
– –
-7,082
2236
– –
-11,976
2237
– –
-3,250
2238
– –
-8,610
2239
– –
-13,800
2240
– –
-31,000
2241
– –
-5,347
2242
– –
-17,329
2243
– –
-9,905
2244
– –
-79,606
2245
– –
-2,573
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