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
401
$2.99M 0.05%
150,922
+20,603
402
$2.98M 0.05%
76,712
+10,069
403
$2.96M 0.05%
14,701
+868
404
$2.96M 0.05%
63,988
+4,653
405
$2.95M 0.05%
16,334
+10,490
406
$2.91M 0.05%
159,573
+4,080
407
$2.9M 0.05%
18,970
+8,541
408
$2.9M 0.05%
57,235
+6,358
409
$2.9M 0.05%
12,191
+2,423
410
$2.9M 0.05%
135,177
+3,623
411
$2.87M 0.05%
31,413
+2,530
412
$2.87M 0.05%
30,940
+7,498
413
$2.86M 0.05%
70,735
+4,958
414
$2.84M 0.05%
17,869
-2,681
415
$2.82M 0.05%
52,068
-808
416
$2.79M 0.04%
32,604
+1,831
417
$2.79M 0.04%
43,880
+31,895
418
$2.78M 0.04%
48,588
+17,376
419
$2.78M 0.04%
113,389
-29,075
420
$2.77M 0.04%
20,509
+15,723
421
$2.77M 0.04%
47,542
+24,712
422
$2.77M 0.04%
57,068
-1,263
423
$2.76M 0.04%
58,191
+9,850
424
$2.75M 0.04%
9,149
+1,450
425
$2.75M 0.04%
35,255
-2,945
15 16
17
18 19