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
201
$6.72M 0.11%
109,347
+4,909
202
$6.71M 0.11%
105,454
+9,013
203
$6.71M 0.11%
106,119
+18,137
204
$6.7M 0.11%
25,788
+10,649
205
$6.61M 0.11%
87,541
+1,318
206
$6.6M 0.11%
66,863
+7,231
207
$6.56M 0.11%
33,015
+9,154
208
$6.51M 0.1%
46,902
+14,403
209
$6.5M 0.1%
95,777
+1,901
210
$6.46M 0.1%
113,316
+6,798
211
$6.45M 0.1%
116,933
-178,210
212
$6.42M 0.1%
57,738
-2,034
213
$6.41M 0.1%
134,510
+6,030
214
$6.39M 0.1%
366,902
+34,494
215
$6.36M 0.1%
168,244
-29,422
216
$6.34M 0.1%
56,337
+12,668
217
$6.3M 0.1%
43,110
+11,340
218
$6.29M 0.1%
27,697
-5,478
219
$6.28M 0.1%
131,613
-5,766
220
$6.26M 0.1%
12,409
+2,059
221
$6.21M 0.1%
96,069
+8,608
222
$6.19M 0.1%
66,392
+25,694
223
$6.17M 0.1%
85,734
+13,046
224
$6.17M 0.1%
34,546
+5,379
225
$6.14M 0.1%
56,754
+21,209
7 8
9
10 11