Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$20.9M
2
+$20.7M
3
+$19.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16.9M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$15.6M

Top Sells

1
+$17.2M
2
+$9.68M
3
+$4.73M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.53M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.23M

Sector Composition

1 Technology 10.8%
2 Healthcare 5.38%
3 Financials 5.21%
4 Consumer Discretionary 4.65%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.88M 0.06%
53,089
+3,032
327
$3.85M 0.06%
51,114
+1,224
328
$3.84M 0.06%
38,064
+1,813
329
$3.84M 0.06%
+65,728
330
$3.82M 0.06%
16,131
+527
331
$3.81M 0.06%
+124,752
332
$3.79M 0.06%
+48,883
333
$3.78M 0.06%
69,205
-14,005
334
$3.77M 0.06%
23,068
+284
335
$3.77M 0.06%
62,344
-34
336
$3.76M 0.06%
14,946
+6,126
337
$3.76M 0.06%
36,844
+28,983
338
$3.74M 0.06%
120,505
+6,701
339
$3.73M 0.06%
55,665
+3,501
340
$3.71M 0.06%
109,995
+7,365
341
$3.7M 0.06%
34,459
+2,817
342
$3.69M 0.06%
32,620
-2,873
343
$3.67M 0.06%
170,365
+67,196
344
$3.67M 0.06%
22,041
+12,537
345
$3.63M 0.06%
116,541
+5,876
346
$3.63M 0.06%
55,229
+7,698
347
$3.63M 0.06%
25,869
+1,925
348
$3.6M 0.06%
79,577
+29,404
349
$3.56M 0.06%
66,976
+24,996
350
$3.54M 0.06%
58,195
+343
12 13
14
15 16