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
476
$2.18M 0.04%
14,483
+1,573
477
$2.18M 0.04%
31,667
+5,831
478
$2.17M 0.03%
39,791
-3,041
479
$2.15M 0.03%
13,291
+9,438
480
$2.15M 0.03%
78,788
+13,963
481
$2.15M 0.03%
27,175
+3,488
482
$2.15M 0.03%
+103,286
483
$2.14M 0.03%
60,345
+6,468
484
$2.14M 0.03%
50,148
+18,334
485
$2.14M 0.03%
96,467
+1,827
486
$2.13M 0.03%
23,009
+3,641
487
$2.13M 0.03%
26,614
+2,653
488
$2.12M 0.03%
4,799
+225
489
$2.12M 0.03%
55,365
+3,963
490
$2.11M 0.03%
14,128
+10,381
491
$2.11M 0.03%
7,651
+3,849
492
$2.1M 0.03%
33,171
+7,624
493
$2.1M 0.03%
34,689
-977
494
$2.09M 0.03%
57,651
+28,209
495
$2.09M 0.03%
11,949
+285
496
$2.09M 0.03%
13,484
+8,572
497
$2.08M 0.03%
13,745
+621
498
$2.07M 0.03%
38,888
-1,630
499
$2.07M 0.03%
73,892
+7,617
500
$2.06M 0.03%
42,450
+814
18 19
20
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