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
701
$1.21M 0.02%
16,806
+957
702
$1.21M 0.02%
14,197
+4,559
703
$1.21M 0.02%
15,080
+753
704
$1.21M 0.02%
45,899
+5,061
705
$1.21M 0.02%
32,899
+17,027
706
$1.21M 0.02%
18,871
-3,454
707
$1.21M 0.02%
64,540
+3,287
708
$1.2M 0.02%
11,419
+556
709
$1.2M 0.02%
41,212
710
$1.2M 0.02%
32,601
+20,728
711
$1.19M 0.02%
24,901
+400
712
$1.18M 0.02%
8,659
+752
713
$1.18M 0.02%
6,179
+180
714
$1.18M 0.02%
45,310
+2,836
715
$1.17M 0.02%
24,488
-3,960
716
$1.17M 0.02%
2,320
+658
717
$1.17M 0.02%
9,219
+50
718
$1.16M 0.02%
11,530
-1,235
719
$1.16M 0.02%
20,361
-14
720
$1.16M 0.02%
42,414
+29,253
721
$1.16M 0.02%
47,100
-1,250
722
$1.15M 0.02%
20,798
-311
723
$1.15M 0.02%
28,315
+14,315
724
$1.15M 0.02%
13,887
+4,989
725
$1.15M 0.02%
16,677
+387
27 28
29
30 31