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
26
$32.3M 0.52%
540,839
+50,461
27
$31.8M 0.51%
116,963
+9,106
28
$30.9M 0.5%
313,398
+176,744
29
$30.7M 0.49%
1,535,000
+144,320
30
$30.2M 0.49%
133,359
+14,412
31
$29.5M 0.47%
586,609
+30,390
32
$29.4M 0.47%
234,320
+24,640
33
$28.7M 0.46%
534,950
+60,622
34
$28.1M 0.45%
718,146
+44,425
35
$27.7M 0.44%
157,315
+6,211
36
$27.5M 0.44%
334,197
+37,666
37
$26.9M 0.43%
169,314
+12,729
38
$26.5M 0.43%
514,493
+50,809
39
$26.3M 0.42%
94,468
+10,904
40
$26.2M 0.42%
66,571
+3,286
41
$25.9M 0.42%
157,426
+13,366
42
$25.9M 0.42%
192,842
+1,851
43
$25.7M 0.41%
260,336
+2,222
44
$25.4M 0.41%
146,467
+15,567
45
$25.1M 0.4%
214,397
+64,159
46
$24.5M 0.39%
171,149
+22,104
47
$23.8M 0.38%
318,508
-15,442
48
$23.6M 0.38%
98,457
+21,012
49
$22.9M 0.37%
342,529
+16,900
50
$21.7M 0.35%
295,406
-2,334
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