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
351
$3.52M 0.06%
18,383
+3,597
352
$3.52M 0.06%
57,964
+40,607
353
$3.52M 0.06%
242,796
+174,671
354
$3.5M 0.06%
59,875
+32,294
355
$3.47M 0.06%
34,306
-8,791
356
$3.47M 0.06%
39,413
+2,479
357
$3.46M 0.06%
42,769
-907
358
$3.45M 0.06%
74,601
+6,212
359
$3.44M 0.06%
57,463
+10,514
360
$3.43M 0.06%
73,402
+17,453
361
$3.43M 0.06%
194,771
+68,741
362
$3.42M 0.06%
26,102
+17,870
363
$3.4M 0.05%
30,676
-1,125
364
$3.4M 0.05%
22,051
+466
365
$3.39M 0.05%
12,558
+1,830
366
$3.39M 0.05%
15,681
+7,416
367
$3.38M 0.05%
7,364
+854
368
$3.37M 0.05%
32,575
+17,492
369
$3.37M 0.05%
7,702
+4,366
370
$3.37M 0.05%
78,197
-31,232
371
$3.36M 0.05%
48,994
+7,996
372
$3.36M 0.05%
57,860
+2,614
373
$3.36M 0.05%
193,788
+75,144
374
$3.35M 0.05%
41,427
+16,528
375
$3.35M 0.05%
38,863
+5,362
13 14
15
16 17