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
801
$946K 0.02%
5,618
-12
802
$945K 0.02%
4,569
+698
803
$944K 0.02%
15,489
-5,219
804
$930K 0.01%
14,680
+567
805
$929K 0.01%
14,837
+4,099
806
$928K 0.01%
23,465
+3,928
807
$923K 0.01%
+22,874
808
$922K 0.01%
12,736
+1,505
809
$922K 0.01%
5,640
+255
810
$921K 0.01%
8,006
+964
811
$917K 0.01%
24,704
+3,162
812
$909K 0.01%
19,403
+882
813
$908K 0.01%
5,620
+1,646
814
$907K 0.01%
10,126
-1,217
815
$903K 0.01%
8,184
+42
816
$903K 0.01%
7,131
+2,335
817
$901K 0.01%
20,340
+606
818
$901K 0.01%
38,978
+3,036
819
$898K 0.01%
+83,673
820
$898K 0.01%
17,052
+3,801
821
$894K 0.01%
4,383
+2,620
822
$893K 0.01%
8,350
+295
823
$891K 0.01%
30,930
+2,865
824
$888K 0.01%
31,367
+19,070
825
$884K 0.01%
10,908
+2,741
31 32
33
34 35