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
451
$2.41M 0.04%
123,069
+56,750
452
$2.4M 0.04%
16,581
+3,983
453
$2.39M 0.04%
30,950
+6,026
454
$2.39M 0.04%
72,061
+3,074
455
$2.38M 0.04%
24,994
+3,186
456
$2.38M 0.04%
21,693
+12,241
457
$2.37M 0.04%
20,490
+17,589
458
$2.37M 0.04%
21,609
+2,663
459
$2.35M 0.04%
47,458
+6,822
460
$2.35M 0.04%
31,936
+4,654
461
$2.35M 0.04%
22,855
-9,226
462
$2.35M 0.04%
37,146
+2,736
463
$2.33M 0.04%
41,418
+4,135
464
$2.33M 0.04%
28,072
+21,402
465
$2.32M 0.04%
135,641
+41,585
466
$2.3M 0.04%
44,298
+2,137
467
$2.29M 0.04%
6,001
+304
468
$2.29M 0.04%
66,812
+21,050
469
$2.27M 0.04%
8,548
+548
470
$2.27M 0.04%
35,555
+374
471
$2.24M 0.04%
24,821
+11,302
472
$2.23M 0.04%
21,940
-806
473
$2.21M 0.04%
38,642
+9,027
474
$2.19M 0.04%
3,174
+844
475
$2.18M 0.04%
67,310
+17,506
17 18
19
20 21