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
276
$4.73M 0.08%
88,105
+36,908
277
$4.68M 0.08%
161,004
+99,531
278
$4.55M 0.07%
198,427
+23,650
279
$4.53M 0.07%
109,798
-1,294
280
$4.52M 0.07%
14,716
+5,812
281
$4.5M 0.07%
82,884
+3,882
282
$4.46M 0.07%
171,328
+23,852
283
$4.42M 0.07%
87,053
+3,891
284
$4.39M 0.07%
59,186
-1,163
285
$4.38M 0.07%
95,192
-3,703
286
$4.38M 0.07%
14,860
+1,269
287
$4.38M 0.07%
39,853
+264
288
$4.36M 0.07%
87,053
+24,774
289
$4.35M 0.07%
45,325
+18,499
290
$4.34M 0.07%
11,942
+716
291
$4.34M 0.07%
116,838
+31,710
292
$4.33M 0.07%
13,895
-12,782
293
$4.31M 0.07%
18,431
+523
294
$4.31M 0.07%
41,820
+18,031
295
$4.3M 0.07%
32,139
-5,385
296
$4.28M 0.07%
85,215
-7,790
297
$4.27M 0.07%
28,227
+1,518
298
$4.27M 0.07%
14,307
+460
299
$4.26M 0.07%
38,745
+9,401
300
$4.23M 0.07%
50,606
+25,283
10 11
12
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