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
876
$782K 0.01%
6,399
+2,703
877
$781K 0.01%
15,544
+4,260
878
$778K 0.01%
10,083
+5,504
879
$778K 0.01%
20,042
+2,219
880
$772K 0.01%
4,446
+3,018
881
$772K 0.01%
12,713
+4,313
882
$766K 0.01%
7,685
-1,953
883
$764K 0.01%
3,976
+2,441
884
$760K 0.01%
12,178
+3,474
885
$758K 0.01%
18,378
+93
886
$757K 0.01%
2,190
+635
887
$756K 0.01%
29,331
+17,649
888
$755K 0.01%
+65,907
889
$755K 0.01%
+9,867
890
$754K 0.01%
11,906
-8,145
891
$753K 0.01%
19,686
+2,835
892
$749K 0.01%
21,264
+5,544
893
$749K 0.01%
48,610
+7,684
894
$748K 0.01%
13,412
+9,137
895
$746K 0.01%
34,618
-1,619
896
$746K 0.01%
10,687
+2,519
897
$746K 0.01%
53,204
+95
898
$745K 0.01%
1,157
+285
899
$744K 0.01%
18,949
+7,128
900
$740K 0.01%
8,324
+1,896
34 35
36
37 38