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
951
$679K 0.01%
5,706
+2,877
952
$677K 0.01%
+20,973
953
$677K 0.01%
22,120
+5,455
954
$675K 0.01%
15,324
-19,043
955
$674K 0.01%
8,241
-737
956
$674K 0.01%
21,956
+196
957
$673K 0.01%
4,556
+1,055
958
$670K 0.01%
18,410
+3,633
959
$668K 0.01%
1,610
-312
960
$666K 0.01%
+9,173
961
$666K 0.01%
9,183
+411
962
$665K 0.01%
15,098
+4,417
963
$665K 0.01%
+22,910
964
$662K 0.01%
14,500
+3,491
965
$661K 0.01%
2,682
+226
966
$659K 0.01%
39,537
-18,900
967
$655K 0.01%
9,469
-7,038
968
$653K 0.01%
11,950
+1,523
969
$653K 0.01%
6,907
+2,326
970
$652K 0.01%
3,064
+379
971
$652K 0.01%
+25,138
972
$651K 0.01%
62,342
-5,165
973
$650K 0.01%
+16,752
974
$649K 0.01%
22,124
+247
975
$648K 0.01%
13,916
+8,355
37 38
39
40 41