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
151
$9.43M 0.15%
61,017
+7,661
152
$9.42M 0.15%
220,019
+3,488
153
$9.35M 0.15%
135,153
+55,245
154
$9.22M 0.15%
87,763
+55,384
155
$9.22M 0.15%
288,102
-9,848
156
$9.14M 0.15%
72,594
+13,178
157
$9.04M 0.15%
96,503
+559
158
$8.9M 0.14%
62,500
+2,708
159
$8.83M 0.14%
140,220
+101,639
160
$8.79M 0.14%
102,998
+11,557
161
$8.77M 0.14%
105,920
-7,868
162
$8.75M 0.14%
90,036
+9,120
163
$8.63M 0.14%
39,341
+1,968
164
$8.59M 0.14%
335,306
-5,686
165
$8.59M 0.14%
392,651
+77,544
166
$8.42M 0.14%
347,496
+36,129
167
$8.39M 0.13%
+187,369
168
$8.35M 0.13%
161,035
+7,331
169
$8.3M 0.13%
117,328
+15,362
170
$8.3M 0.13%
454,824
+15,832
171
$8.27M 0.13%
210,346
-2,613
172
$8.18M 0.13%
33,479
+4,929
173
$8.15M 0.13%
136,190
+17,196
174
$8.12M 0.13%
9,274
+2,981
175
$8.05M 0.13%
177,667
+14,332
5 6
7
8 9