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
751
$1.06M 0.02%
2,873
+1,081
752
$1.06M 0.02%
12,358
-7,524
753
$1.05M 0.02%
46,432
-9,984
754
$1.05M 0.02%
22,391
+2,289
755
$1.05M 0.02%
12,538
+844
756
$1.04M 0.02%
13,015
+5,277
757
$1.04M 0.02%
6,408
+1,786
758
$1.04M 0.02%
18,572
-15,440
759
$1.04M 0.02%
+11,259
760
$1.03M 0.02%
37,894
+1,952
761
$1.03M 0.02%
17,543
+506
762
$1.03M 0.02%
33,186
-1,932
763
$1.03M 0.02%
8,502
+587
764
$1.03M 0.02%
21,438
+8,268
765
$1.02M 0.02%
17,511
-1,560
766
$1.02M 0.02%
13,294
+6,804
767
$1.01M 0.02%
17,034
+101
768
$1.01M 0.02%
7,694
+151
769
$1.01M 0.02%
30,954
+17,937
770
$1.01M 0.02%
84,400
771
$1.01M 0.02%
65,027
+1,143
772
$1.01M 0.02%
5,260
+666
773
$1.01M 0.02%
54,484
-4,617
774
$1.01M 0.02%
+29,133
775
$1.01M 0.02%
118,577
+1,862
29 30
31
32 33