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
576
$1.68M 0.03%
63,168
+27,845
577
$1.68M 0.03%
62,689
+405
578
$1.67M 0.03%
4
579
$1.66M 0.03%
125,345
+664
580
$1.66M 0.03%
4,617
+2,332
581
$1.66M 0.03%
20,968
+8,660
582
$1.65M 0.03%
9,801
-6,239
583
$1.65M 0.03%
35,843
-1,246
584
$1.64M 0.03%
21,371
+686
585
$1.64M 0.03%
15,339
+2,715
586
$1.64M 0.03%
26,221
+1,553
587
$1.63M 0.03%
121,065
+5,498
588
$1.63M 0.03%
103,669
+8,710
589
$1.62M 0.03%
20,893
-1,626
590
$1.62M 0.03%
38,671
+7,048
591
$1.62M 0.03%
86,708
+2,361
592
$1.62M 0.03%
32,502
+3,883
593
$1.61M 0.03%
12,171
+5,641
594
$1.61M 0.03%
17,532
-3,592
595
$1.61M 0.03%
+79,252
596
$1.6M 0.03%
15,069
+2,060
597
$1.6M 0.03%
17,545
+629
598
$1.6M 0.03%
19,421
+4,221
599
$1.6M 0.03%
100,842
+3,405
600
$1.59M 0.03%
149,706
+10,737
22 23
24
25 26