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
976
$644K 0.01%
8,473
+3,571
977
$644K 0.01%
10,327
+3,549
978
$644K 0.01%
10,686
+4,711
979
$644K 0.01%
8,314
+482
980
$642K 0.01%
3,782
+118
981
$642K 0.01%
7,031
+15
982
$641K 0.01%
8,927
-168
983
$640K 0.01%
12,476
+163
984
$638K 0.01%
15,315
+4,195
985
$637K 0.01%
14,715
+6,167
986
$636K 0.01%
5,422
+502
987
$635K 0.01%
9,743
+886
988
$631K 0.01%
16,370
+10,475
989
$630K 0.01%
5,381
+1,291
990
$629K 0.01%
11,013
+123
991
$627K 0.01%
13,920
+207
992
$627K 0.01%
14,264
993
$627K 0.01%
3,281
+301
994
$627K 0.01%
6,388
+1,021
995
$625K 0.01%
+12,216
996
$625K 0.01%
92,662
+10,600
997
$624K 0.01%
10,311
+3,991
998
$623K 0.01%
11,863
+5,007
999
$622K 0.01%
159,423
+975
1000
$621K 0.01%
10,280
-305
38 39
40
41 42