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
726
$1.15M 0.02%
15,986
-303
727
$1.15M 0.02%
12,315
+2,050
728
$1.14M 0.02%
9,578
-2,264
729
$1.13M 0.02%
11,395
-454
730
$1.13M 0.02%
6,562
-1,143
731
$1.13M 0.02%
13,169
+2,135
732
$1.13M 0.02%
5,180
+2,690
733
$1.12M 0.02%
2,014
-1,530
734
$1.11M 0.02%
33,708
+5,072
735
$1.11M 0.02%
+12,679
736
$1.11M 0.02%
6,943
+135
737
$1.11M 0.02%
33,655
+8,028
738
$1.1M 0.02%
21,405
+1,689
739
$1.1M 0.02%
51,893
+11,511
740
$1.09M 0.02%
12,820
+2,413
741
$1.09M 0.02%
17,006
-3,636
742
$1.09M 0.02%
16,225
+5,815
743
$1.09M 0.02%
15,749
+1,795
744
$1.08M 0.02%
11,902
+5,830
745
$1.08M 0.02%
14,766
+3,419
746
$1.07M 0.02%
16,212
+2,038
747
$1.07M 0.02%
24,188
-4,294
748
$1.07M 0.02%
70,619
+6,395
749
$1.06M 0.02%
13,016
+599
750
$1.06M 0.02%
8,899
-300
28 29
30
31 32