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
626
$1.47M 0.02%
24,810
-1,479
627
$1.46M 0.02%
58,942
+2,291
628
$1.46M 0.02%
43,318
+13,705
629
$1.46M 0.02%
4,488
+1,247
630
$1.46M 0.02%
37,847
+1,978
631
$1.45M 0.02%
66,736
+6,423
632
$1.45M 0.02%
42,036
-19,707
633
$1.44M 0.02%
7,190
-4
634
$1.44M 0.02%
15,461
-7,909
635
$1.44M 0.02%
964
+8
636
$1.44M 0.02%
2,570
-189
637
$1.44M 0.02%
2,711
+4
638
$1.43M 0.02%
22,116
+706
639
$1.43M 0.02%
10,014
+7,997
640
$1.43M 0.02%
37,446
+1,759
641
$1.42M 0.02%
4,864
+697
642
$1.42M 0.02%
53,713
+14,614
643
$1.42M 0.02%
4,898
+1,360
644
$1.42M 0.02%
20,993
+3,698
645
$1.41M 0.02%
44,731
-8,790
646
$1.41M 0.02%
9,764
-252
647
$1.4M 0.02%
5,913
+982
648
$1.4M 0.02%
4,042
+540
649
$1.39M 0.02%
24,472
+6,048
650
$1.39M 0.02%
13,534
+2,020
24 25
26
27 28