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
601
$1.59M 0.03%
10,555
-3,587
602
$1.59M 0.03%
79,105
+9,612
603
$1.59M 0.03%
45,776
-106,265
604
$1.57M 0.03%
+62,364
605
$1.57M 0.03%
13,416
+3,118
606
$1.55M 0.03%
31,968
+3,661
607
$1.54M 0.02%
65,611
+44,351
608
$1.53M 0.02%
22,486
+9,402
609
$1.52M 0.02%
48,142
+7,001
610
$1.52M 0.02%
+30,567
611
$1.52M 0.02%
9,636
+2,600
612
$1.51M 0.02%
4,371
+227
613
$1.51M 0.02%
54,905
+20,801
614
$1.5M 0.02%
7,589
+1,162
615
$1.5M 0.02%
30,443
+11,610
616
$1.5M 0.02%
27,019
+3,457
617
$1.49M 0.02%
46,070
-1,895
618
$1.49M 0.02%
22,356
+10,655
619
$1.49M 0.02%
45,668
+6,592
620
$1.49M 0.02%
41,058
+15,247
621
$1.49M 0.02%
7,767
+531
622
$1.48M 0.02%
8,592
+2,486
623
$1.48M 0.02%
3,209
+476
624
$1.48M 0.02%
+50,581
625
$1.47M 0.02%
15,404
+1,770
23 24
25
26 27