Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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 5.39%
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
1
$253M 4.06%
1,844,859
+30,371
2
$123M 1.98%
348,107
+7,158
3
$111M 1.78%
1,470,990
+66,635
4
$106M 1.7%
4,190,367
+820,158
5
$98M 1.57%
439,955
+41,248
6
$92.4M 1.48%
341,216
+17,814
7
$81.7M 1.31%
189,984
+49,918
8
$80.9M 1.3%
470,400
+47,520
9
$73.8M 1.19%
257,369
+14,701
10
$60M 0.96%
1,508,060
+105,183
11
$55.3M 0.89%
129,238
-3,883
12
$54.5M 0.88%
396,678
+57,613
13
$50.8M 0.82%
945,985
+11,135
14
$45.7M 0.73%
396,058
+16,230
15
$45.3M 0.73%
889,557
-69,783
16
$45M 0.72%
368,340
+41,080
17
$44.8M 0.72%
396,670
+32,675
18
$43.4M 0.7%
660,582
+128,443
19
$42.3M 0.68%
121,698
+10,006
20
$41.2M 0.66%
857,251
+68,624
21
$39.6M 0.64%
460,481
+96,265
22
$37M 0.59%
288,833
+39,534
23
$35.2M 0.56%
303,300
+6,602
24
$34.2M 0.55%
220,052
+20,175
25
$32.4M 0.52%
264,892
-7,778
1
2 3 4 5