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
301
$4.22M 0.07%
140,642
+16,998
302
$4.19M 0.07%
25,380
+4,644
303
$4.19M 0.07%
162,799
-2,476
304
$4.18M 0.07%
+121,275
305
$4.17M 0.07%
70,563
+12,631
306
$4.14M 0.07%
34,464
+1,555
307
$4.14M 0.07%
53,521
+28,091
308
$4.13M 0.07%
56,052
+23,185
309
$4.13M 0.07%
171,155
+15,647
310
$4.11M 0.07%
50,563
+7,274
311
$4.11M 0.07%
24,802
+6,978
312
$4.1M 0.07%
64,763
+7,754
313
$4.08M 0.07%
98,065
+13,235
314
$4.05M 0.07%
108,009
+28,680
315
$4.04M 0.06%
42,276
+20,028
316
$4.02M 0.06%
88,321
+14,197
317
$4M 0.06%
116,713
+1,611
318
$4M 0.06%
20,773
+2,796
319
$3.99M 0.06%
13,002
+6,213
320
$3.97M 0.06%
33,248
+2,286
321
$3.94M 0.06%
101,859
+91,295
322
$3.92M 0.06%
97,830
+21,669
323
$3.9M 0.06%
101,667
+41,591
324
$3.89M 0.06%
12,524
+6,658
325
$3.89M 0.06%
160,758
+43,347
11 12
13
14 15