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
551
$1.78M 0.03%
130,426
+98,878
552
$1.77M 0.03%
45,144
+17,888
553
$1.77M 0.03%
32,478
+4,455
554
$1.77M 0.03%
25,171
+7,508
555
$1.76M 0.03%
+74,473
556
$1.75M 0.03%
13,090
+1,249
557
$1.75M 0.03%
14,816
+2,282
558
$1.75M 0.03%
68,044
+17,373
559
$1.75M 0.03%
28,683
+720
560
$1.74M 0.03%
57,364
+1,306
561
$1.74M 0.03%
56,999
-1,476
562
$1.74M 0.03%
5,448
-352
563
$1.74M 0.03%
3,787
+2,352
564
$1.74M 0.03%
21,408
-1,102
565
$1.73M 0.03%
83,660
+28,850
566
$1.71M 0.03%
3,216
+1,060
567
$1.71M 0.03%
201,496
+13,382
568
$1.7M 0.03%
41,652
-2,830
569
$1.7M 0.03%
75,803
+38,035
570
$1.7M 0.03%
4,682
+814
571
$1.69M 0.03%
64,924
+38,333
572
$1.69M 0.03%
18,565
+2,526
573
$1.69M 0.03%
44,033
+17,560
574
$1.68M 0.03%
36,322
-1,986
575
$1.68M 0.03%
67,484
+5,795
21 22
23
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