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
76
$16.9M 0.27%
311,581
+22,189
77
$16.8M 0.27%
145,034
+4,283
78
$16.6M 0.27%
112,187
+5,315
79
$16.5M 0.26%
152,975
+101,743
80
$16.4M 0.26%
121,733
+11,742
81
$16.1M 0.26%
104,092
+6,409
82
$15.9M 0.26%
65,893
+7,773
83
$15.9M 0.26%
155,560
+22,775
84
$15.7M 0.25%
139,978
+16,012
85
$15.5M 0.25%
293,730
+9,480
86
$15.4M 0.25%
151,359
+26,442
87
$15.3M 0.25%
370,291
+5,314
88
$15.1M 0.24%
41,489
+6,883
89
$15.1M 0.24%
115,532
+6,930
90
$14.7M 0.24%
552,310
+244,432
91
$14.6M 0.23%
+540,751
92
$14.5M 0.23%
258,824
+25,503
93
$14.5M 0.23%
254,125
+78,429
94
$14.5M 0.23%
134,901
+66,962
95
$14.4M 0.23%
74,118
+3,350
96
$14.3M 0.23%
136,321
+2,932
97
$14.3M 0.23%
96,532
+21,145
98
$14.2M 0.23%
28,853
+7,527
99
$14.1M 0.23%
180,680
+19,799
100
$14M 0.23%
35,135
+8,768
2 3
4
5 6