Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.23B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.7M
3
+$19.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$17.4M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$15.6M

Top Sells

1
+$18.1M
2
+$9.83M
3
+$4.73M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.53M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.31M

Sector Composition

1 Technology 10.8%
2 Healthcare 5.38%
3 Financials 5.21%
4 Consumer Discretionary 4.65%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.14M 0.1%
107,656
+16,059
227
$6.08M 0.1%
25,101
+421
228
$6.05M 0.1%
40,141
+271
229
$6.02M 0.1%
88,388
+5,811
230
$5.98M 0.1%
64,669
-30,466
231
$5.97M 0.1%
123,307
+1,670
232
$5.96M 0.1%
75,548
+3,352
233
$5.92M 0.1%
64,568
-4,032
234
$5.87M 0.09%
145,665
+45,551
235
$5.84M 0.09%
68,708
+3,343
236
$5.81M 0.09%
76,074
-15,363
237
$5.79M 0.09%
221,075
+33,061
238
$5.78M 0.09%
96,072
-18,516
239
$5.77M 0.09%
29,586
+1,723
240
$5.77M 0.09%
37,452
-11,355
241
$5.76M 0.09%
94,611
+16,594
242
$5.75M 0.09%
140,924
+4,393
243
$5.73M 0.09%
90,128
+7,972
244
$5.71M 0.09%
190,449
+21,824
245
$5.71M 0.09%
59,128
+11,066
246
$5.69M 0.09%
20,345
+6,306
247
$5.68M 0.09%
32,749
+11,274
248
$5.63M 0.09%
82,405
+11,168
249
$5.62M 0.09%
56,655
+9,695
250
$5.58M 0.09%
42,728
+2,196
8 9
10
11 12