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
176
$8.04M 0.13%
114,977
+23,650
177
$7.95M 0.13%
25,326
+6,788
178
$7.93M 0.13%
68,027
+1,685
179
$7.92M 0.13%
138,112
+47,545
180
$7.91M 0.13%
27,290
-1,805
181
$7.82M 0.13%
35,576
+3,469
182
$7.71M 0.12%
146,489
+10,648
183
$7.69M 0.12%
57,888
+9,336
184
$7.67M 0.12%
251,332
+4,418
185
$7.64M 0.12%
205,014
-2,995
186
$7.59M 0.12%
116,620
+7,160
187
$7.57M 0.12%
529,449
-18,407
188
$7.35M 0.12%
21,316
+6,229
189
$7.18M 0.12%
94,562
+34,472
190
$7.17M 0.12%
363,472
+17,314
191
$7.16M 0.12%
13,035
+7,439
192
$7.15M 0.11%
71,422
+33,675
193
$7.09M 0.11%
215,507
+26,708
194
$7.03M 0.11%
134,107
+8,951
195
$7.03M 0.11%
116,135
+13,352
196
$6.96M 0.11%
73,164
+2,121
197
$6.94M 0.11%
28,460
+5,518
198
$6.89M 0.11%
207,111
+183,551
199
$6.81M 0.11%
187,280
-24,153
200
$6.72M 0.11%
86,398
+2,350
6 7
8
9 10