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
651
$1.39M 0.02%
22,895
+14,564
652
$1.38M 0.02%
23,126
+2,987
653
$1.37M 0.02%
44,736
-184
654
$1.37M 0.02%
31,995
+2,602
655
$1.36M 0.02%
64,100
+48,455
656
$1.36M 0.02%
37,415
-872
657
$1.36M 0.02%
+39,686
658
$1.36M 0.02%
99,863
+21,066
659
$1.35M 0.02%
29,072
+1,398
660
$1.34M 0.02%
33,172
-51,563
661
$1.34M 0.02%
7,703
+2,072
662
$1.34M 0.02%
34,035
-1,402
663
$1.33M 0.02%
47,685
+2,495
664
$1.33M 0.02%
16,926
-2,267
665
$1.33M 0.02%
2,101
+578
666
$1.33M 0.02%
13,008
+1,022
667
$1.33M 0.02%
23,122
+7,474
668
$1.32M 0.02%
21,308
-2,473
669
$1.32M 0.02%
15,154
+1,570
670
$1.32M 0.02%
82,546
+59,850
671
$1.32M 0.02%
47,740
+10,065
672
$1.32M 0.02%
1,639
+48
673
$1.31M 0.02%
27,106
+14,845
674
$1.31M 0.02%
10,129
-69
675
$1.31M 0.02%
+46,165
25 26
27
28 29