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
901
$739K 0.01%
+13,590
902
$739K 0.01%
45,330
+5,282
903
$738K 0.01%
+28,296
904
$736K 0.01%
4,919
-62
905
$735K 0.01%
14,568
-15
906
$733K 0.01%
27,272
+1,586
907
$733K 0.01%
9,786
+2,242
908
$730K 0.01%
63,230
-3,058
909
$726K 0.01%
14,846
+2,872
910
$725K 0.01%
6,017
-418
911
$724K 0.01%
23,585
+3,539
912
$723K 0.01%
4,141
+1,002
913
$721K 0.01%
17,457
+9,000
914
$721K 0.01%
15,930
+5,098
915
$718K 0.01%
13,955
-65
916
$717K 0.01%
24,076
+6,016
917
$715K 0.01%
12,983
-2,340
918
$715K 0.01%
34,232
-1,206
919
$712K 0.01%
13,504
+3,520
920
$712K 0.01%
13,305
+8,760
921
$712K 0.01%
+2,511
922
$711K 0.01%
46,935
+5,373
923
$711K 0.01%
2,934
+1,814
924
$711K 0.01%
4,201
+1,059
925
$710K 0.01%
4,079
+1,089
35 36
37
38 39