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
51
$21.7M 0.35%
262,830
-6,773
52
$21.5M 0.35%
92,069
+19,725
53
$21.4M 0.34%
339,738
+30,998
54
$21.3M 0.34%
66,687
+9,607
55
$20.9M 0.34%
445,329
+43,557
56
$20.6M 0.33%
947,604
-92,816
57
$20.2M 0.33%
88,260
+25,286
58
$20M 0.32%
227,241
+29,568
59
$20M 0.32%
385,809
+110,532
60
$19.9M 0.32%
+421,737
61
$19.6M 0.31%
269,223
-46,775
62
$19.5M 0.31%
188,423
+19,230
63
$19.3M 0.31%
81,165
+2,817
64
$19M 0.31%
82,121
+903
65
$18.7M 0.3%
341,665
+103,016
66
$18.7M 0.3%
129,298
+33,098
67
$18.6M 0.3%
332,849
+18,520
68
$18.6M 0.3%
46,457
+7,349
69
$18.4M 0.3%
78,004
-76,607
70
$18.2M 0.29%
201,779
+934
71
$18.1M 0.29%
80,361
+8,614
72
$18.1M 0.29%
336,046
+116,236
73
$17.9M 0.29%
372,769
+325,230
74
$17.2M 0.28%
153,036
+25,794
75
$16.9M 0.27%
282,320
-64,744
1 2
3
4 5