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
101
$13.8M 0.22%
47,275
+11,672
102
$13.8M 0.22%
440,158
+31,160
103
$13.6M 0.22%
888,120
+61,969
104
$13.5M 0.22%
81,299
+14,972
105
$13.4M 0.21%
168,771
-6,836
106
$13.3M 0.21%
361,862
+141,602
107
$13.3M 0.21%
247,913
+162,253
108
$13.2M 0.21%
249,412
+16,438
109
$12.8M 0.21%
129,260
+49,242
110
$12.7M 0.2%
146,725
+65,031
111
$12.6M 0.2%
90,120
+19,066
112
$12.6M 0.2%
54,974
+7,752
113
$12.6M 0.2%
119,954
+3,911
114
$12.1M 0.19%
72,849
+670
115
$12M 0.19%
144,319
+9,946
116
$12M 0.19%
177,626
+40,283
117
$11.9M 0.19%
93,479
+6,886
118
$11.9M 0.19%
31,357
+5,245
119
$11.8M 0.19%
221,473
+46,795
120
$11.8M 0.19%
125,554
+24,583
121
$11.7M 0.19%
47,972
-2,837
122
$11.7M 0.19%
345,292
+10,644
123
$11.7M 0.19%
111,110
+58,828
124
$11.7M 0.19%
566,095
-15,050
125
$11.6M 0.19%
257,282
+156,036
3 4
5
6 7