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
826
$884K 0.01%
42,747
+8,110
827
$874K 0.01%
+24,063
828
$872K 0.01%
9,872
+737
829
$871K 0.01%
9,618
-6
830
$869K 0.01%
11,028
+7,228
831
$866K 0.01%
12,588
+1,937
832
$863K 0.01%
22,632
-2,464
833
$861K 0.01%
5,573
+530
834
$860K 0.01%
64,011
-98
835
$857K 0.01%
11,864
+1,318
836
$856K 0.01%
31,145
+6,132
837
$856K 0.01%
5,483
+1,738
838
$853K 0.01%
31,559
+10,450
839
$852K 0.01%
14,611
+5,758
840
$852K 0.01%
21,131
-30
841
$851K 0.01%
+13,842
842
$851K 0.01%
6,863
+1,106
843
$851K 0.01%
2,671
+336
844
$850K 0.01%
31,847
+32
845
$844K 0.01%
+64,076
846
$838K 0.01%
2,913
+810
847
$834K 0.01%
19,504
+5,986
848
$833K 0.01%
38,404
+8,526
849
$829K 0.01%
3,400
+791
850
$829K 0.01%
+26,107
32 33
34
35 36