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
126
$11.3M 0.18%
201,336
+17,352
127
$11.3M 0.18%
433,306
+61,511
128
$11.2M 0.18%
105,955
+33,301
129
$11M 0.18%
127,682
-12,247
130
$11M 0.18%
27,773
+3,891
131
$11M 0.18%
78,010
+28,357
132
$10.8M 0.17%
43,582
+18,407
133
$10.6M 0.17%
116,544
-1,554
134
$10.4M 0.17%
69,988
+8,055
135
$10.4M 0.17%
47,633
+5,199
136
$10.3M 0.17%
190,148
+21,320
137
$10.3M 0.17%
320,440
+14,280
138
$10.2M 0.16%
113,270
+31,050
139
$10.2M 0.16%
153,074
+6,716
140
$10.1M 0.16%
17,253
+6,579
141
$10M 0.16%
439,359
+57,756
142
$9.99M 0.16%
464,602
+240,761
143
$9.95M 0.16%
37,928
+896
144
$9.89M 0.16%
172,586
+16,449
145
$9.83M 0.16%
150,452
+15,373
146
$9.81M 0.16%
43,248
+3,401
147
$9.79M 0.16%
42,388
+1,679
148
$9.78M 0.16%
40,108
+10,819
149
$9.77M 0.16%
40,000
+16,385
150
$9.43M 0.15%
45,332
+3,716
4 5
6
7 8