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
851
$826K 0.01%
36,925
-2,707
852
$822K 0.01%
27,012
-2,595
853
$821K 0.01%
17,528
+5,899
854
$820K 0.01%
16,422
+333
855
$820K 0.01%
7,733
+280
856
$818K 0.01%
5,657
-2,042
857
$817K 0.01%
15,616
+1,345
858
$813K 0.01%
5,736
+2,258
859
$809K 0.01%
50,530
+8,670
860
$805K 0.01%
27,373
+12,245
861
$802K 0.01%
+77,338
862
$798K 0.01%
14,986
+700
863
$797K 0.01%
6,420
+3,748
864
$796K 0.01%
5,456
+375
865
$796K 0.01%
+20,697
866
$795K 0.01%
39,568
+19,650
867
$794K 0.01%
3,101
-9
868
$794K 0.01%
79,680
-268
869
$793K 0.01%
5,960
-8,103
870
$789K 0.01%
31,404
-42
871
$788K 0.01%
17,244
+3,330
872
$788K 0.01%
+25,369
873
$784K 0.01%
16,540
-9,099
874
$782K 0.01%
1,280
+207
875
$782K 0.01%
21,507
+2,667
33 34
35
36 37