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
1801
– –
-24,169
1802
– –
-5,785
1803
– –
-9,807
1804
– –
-12,300
1805
– –
-4,939
1806
– –
-2,530
1807
– –
-11,714
1808
– –
-3,074
1809
– –
-7,758
1810
– –
-8,678
1811
– –
-8,000
1812
– –
-11,477
1813
– –
-10,369
1814
– –
-1,042
1815
– –
-9,419
1816
– –
-17,467
1817
– –
-6,807
1818
– –
-17,954
1819
– –
-10,500
1820
– –
-10,814
1821
– –
-8,316
1822
– –
-4,489
1823
– –
-2,589
1824
– –
-2,554
1825
– –
-5,701
70 71 72
73
74