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
251
$5.57M 0.09%
374,755
+69,187
252
$5.49M 0.09%
53,554
+2,258
253
$5.46M 0.09%
82,297
+29,508
254
$5.41M 0.09%
39,643
+11,767
255
$5.38M 0.09%
62,702
+1,741
256
$5.38M 0.09%
59,606
+33,455
257
$5.37M 0.09%
43,282
+2,859
258
$5.33M 0.09%
65,796
-36,953
259
$5.25M 0.08%
12,794
+9,045
260
$5.23M 0.08%
86,864
+17,408
261
$5.22M 0.08%
27,737
+3,037
262
$5.18M 0.08%
26,366
+11,959
263
$5.17M 0.08%
14,655
+2,194
264
$5.16M 0.08%
184,571
+149,188
265
$5.16M 0.08%
70,370
+4,292
266
$5.14M 0.08%
74,628
+13,783
267
$5.13M 0.08%
27,219
+1,544
268
$5.11M 0.08%
+175,628
269
$5.1M 0.08%
27,954
+12,227
270
$4.99M 0.08%
42,587
+2,372
271
$4.89M 0.08%
185,190
+5,589
272
$4.89M 0.08%
163,239
+139,025
273
$4.89M 0.08%
184,109
+24,123
274
$4.87M 0.08%
54,554
+3,746
275
$4.87M 0.08%
68,270
-313
9 10
11
12 13