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
1826
– –
-216
1827
– –
-2,279
1828
– –
-3,959
1829
– –
-2,500
1830
– –
-12,531
1831
– –
-208
1832
– –
-14,048
1833
– –
-14,340
1834
– –
-6,096
1835
– –
-2,891
1836
– –
-5,100
1837
– –
-242,028
1838
– –
-10,172
1839
– –
-1,507
1840
– –
-23,253
1841
– –
-14,219
1842
– –
-43,826
70 71 72 73
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