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
776
$1M 0.02%
25,124
+12,039
777
$1M 0.02%
31,447
+3,243
778
$1M 0.02%
12,067
+372
779
$999K 0.02%
27,066
-16,319
780
$998K 0.02%
6,901
+389
781
$997K 0.02%
27,490
+5,917
782
$994K 0.02%
18,592
-14,743
783
$988K 0.02%
24,730
+1,303
784
$987K 0.02%
11,418
+2,229
785
$981K 0.02%
38,555
+2,838
786
$976K 0.02%
12,888
+5,511
787
$974K 0.02%
18,101
+669
788
$972K 0.02%
25,755
+1,065
789
$965K 0.02%
13,766
+5,846
790
$965K 0.02%
15,606
+2,688
791
$964K 0.02%
23,026
+2,082
792
$963K 0.02%
15,580
793
$961K 0.02%
20,798
-259
794
$961K 0.02%
50,462
-1,371
795
$960K 0.02%
30,950
+4,350
796
$958K 0.02%
25,755
+3,640
797
$952K 0.02%
20,831
+239
798
$951K 0.02%
29,439
+2,174
799
$951K 0.02%
12,649
+675
800
$947K 0.02%
5,154
-21
30 31
32
33 34