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
376
$3.35M 0.05%
8,643
+444
377
$3.31M 0.05%
13,542
+7,812
378
$3.31M 0.05%
22,986
+17,069
379
$3.3M 0.05%
18,335
+3,487
380
$3.27M 0.05%
86,555
+10,365
381
$3.27M 0.05%
169,617
+9,370
382
$3.27M 0.05%
73,657
+52,224
383
$3.23M 0.05%
24,390
+594
384
$3.22M 0.05%
53,784
+2,306
385
$3.19M 0.05%
13,589
-5,476
386
$3.19M 0.05%
57,608
+28,900
387
$3.17M 0.05%
8,048
+4,415
388
$3.14M 0.05%
29,635
-5,893
389
$3.13M 0.05%
13,111
+6,608
390
$3.1M 0.05%
15,812
+105
391
$3.09M 0.05%
42,478
+2,648
392
$3.08M 0.05%
67,215
+3,375
393
$3.08M 0.05%
+47,823
394
$3.07M 0.05%
117,711
+28,422
395
$3.05M 0.05%
36,105
+5,148
396
$3.04M 0.05%
19,983
+1,259
397
$3.03M 0.05%
23,237
-4,378
398
$3.02M 0.05%
28,292
+16,188
399
$3.02M 0.05%
38,643
+2,789
400
$3.01M 0.05%
11,060
+3,539
14 15
16
17 18