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
926
$709K 0.01%
26,968
+4,222
927
$707K 0.01%
37,865
-261
928
$705K 0.01%
21,509
+7,314
929
$703K 0.01%
3,369
+568
930
$702K 0.01%
34,809
+6,328
931
$702K 0.01%
7,911
-528
932
$702K 0.01%
34,462
-13,390
933
$701K 0.01%
11,265
+3,097
934
$699K 0.01%
12,702
+1,042
935
$698K 0.01%
6,200
+3,424
936
$696K 0.01%
3,312
+1,401
937
$696K 0.01%
19,748
+3,375
938
$696K 0.01%
19,048
+11,448
939
$695K 0.01%
23,525
+7,156
940
$692K 0.01%
9,229
+630
941
$690K 0.01%
2,882
+652
942
$690K 0.01%
2,854
-851
943
$688K 0.01%
6,683
+205
944
$685K 0.01%
+1,340
945
$682K 0.01%
4,740
-490
946
$681K 0.01%
+8,119
947
$680K 0.01%
+11,944
948
$680K 0.01%
10,456
+1,860
949
$679K 0.01%
19,823
-6,839
950
$679K 0.01%
1,957
+641
36 37
38
39 40