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
676
$1.31M 0.02%
4,571
+422
677
$1.3M 0.02%
105,819
+34,680
678
$1.3M 0.02%
64,585
+18,141
679
$1.29M 0.02%
10,377
-487
680
$1.29M 0.02%
28,495
+3,387
681
$1.27M 0.02%
2,601
+727
682
$1.27M 0.02%
581
+213
683
$1.27M 0.02%
8,648
+3,781
684
$1.27M 0.02%
28,072
+732
685
$1.26M 0.02%
18,711
+705
686
$1.26M 0.02%
37,632
+4,784
687
$1.26M 0.02%
69,769
+46,925
688
$1.25M 0.02%
59,103
+2,157
689
$1.25M 0.02%
18,602
-110
690
$1.25M 0.02%
29,247
+9,851
691
$1.24M 0.02%
11,251
+5,325
692
$1.24M 0.02%
896
+302
693
$1.24M 0.02%
50,712
-147,469
694
$1.23M 0.02%
5,164
+1,009
695
$1.23M 0.02%
33,192
+3,305
696
$1.23M 0.02%
18,723
+3,397
697
$1.22M 0.02%
3,848
+1,016
698
$1.22M 0.02%
6,625
+2,579
699
$1.22M 0.02%
23,683
+441
700
$1.22M 0.02%
3,335
+57
26 27
28
29 30