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
501
$2.05M 0.03%
13,043
+7,572
502
$2.05M 0.03%
56,420
+44,606
503
$2.05M 0.03%
4,414
+1,968
504
$2.03M 0.03%
46,986
+4,050
505
$2.03M 0.03%
9,853
+1,764
506
$2.03M 0.03%
11,606
+2,259
507
$2.02M 0.03%
8,516
+1,006
508
$2.02M 0.03%
9,798
+663
509
$2.01M 0.03%
1,289
+530
510
$2.01M 0.03%
17,444
-718
511
$1.99M 0.03%
111,722
+81,539
512
$1.99M 0.03%
10,605
+5,568
513
$1.98M 0.03%
20,530
+3,603
514
$1.97M 0.03%
41,106
+31,297
515
$1.97M 0.03%
34,355
+3,994
516
$1.94M 0.03%
30,032
+3,551
517
$1.93M 0.03%
13,849
+9,916
518
$1.93M 0.03%
29,307
+4,341
519
$1.93M 0.03%
38,894
+16,408
520
$1.92M 0.03%
59,960
+5,969
521
$1.92M 0.03%
14,813
+3,812
522
$1.92M 0.03%
14,796
+1,243
523
$1.91M 0.03%
133,700
+78,600
524
$1.91M 0.03%
23,218
+10,365
525
$1.9M 0.03%
45,448
+17,804
19 20
21
22 23