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
526
$1.89M 0.03%
4,020
+125
527
$1.89M 0.03%
36,241
+12,405
528
$1.88M 0.03%
35,305
+8,490
529
$1.88M 0.03%
39,450
+695
530
$1.88M 0.03%
21,828
+3,778
531
$1.87M 0.03%
35,859
-8,209
532
$1.87M 0.03%
+56,178
533
$1.86M 0.03%
80,634
+249
534
$1.86M 0.03%
8,317
+2,211
535
$1.85M 0.03%
24,999
+257
536
$1.84M 0.03%
19,022
+1,044
537
$1.84M 0.03%
33,860
-8,563
538
$1.84M 0.03%
27,042
+16,673
539
$1.84M 0.03%
173,235
+1,878
540
$1.84M 0.03%
53,475
-528
541
$1.84M 0.03%
14,078
+2,076
542
$1.83M 0.03%
18,326
+6,581
543
$1.83M 0.03%
26,010
-1,568
544
$1.83M 0.03%
43,146
+26,413
545
$1.82M 0.03%
13,424
+772
546
$1.81M 0.03%
24,081
+17,082
547
$1.81M 0.03%
35,293
+3,801
548
$1.79M 0.03%
21,795
+2,490
549
$1.79M 0.03%
+7,075
550
$1.78M 0.03%
36,623
+19,640
20 21
22
23 24