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
426
$2.75M 0.04%
45,070
-2,647
427
$2.74M 0.04%
14,301
+757
428
$2.74M 0.04%
14,689
+2,445
429
$2.72M 0.04%
26,757
+2,537
430
$2.72M 0.04%
86,821
-81,632
431
$2.69M 0.04%
53,461
+30,641
432
$2.67M 0.04%
66,470
+5,928
433
$2.64M 0.04%
17,814
+954
434
$2.63M 0.04%
47,148
+15,700
435
$2.63M 0.04%
89,187
+1,095
436
$2.61M 0.04%
13,688
-1,342
437
$2.54M 0.04%
20,422
+12,443
438
$2.54M 0.04%
67,471
+6,924
439
$2.53M 0.04%
11,671
-620
440
$2.51M 0.04%
45,095
+3,389
441
$2.5M 0.04%
37,174
+3,250
442
$2.5M 0.04%
31,203
+394
443
$2.5M 0.04%
12,129
+7,373
444
$2.45M 0.04%
34,757
+12,607
445
$2.44M 0.04%
18,698
-349
446
$2.44M 0.04%
18,429
-811
447
$2.44M 0.04%
39,762
-70,299
448
$2.44M 0.04%
41,285
+2,982
449
$2.43M 0.04%
19,132
+8,642
450
$2.43M 0.04%
33,475
+10,351
16 17
18
19 20