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
1001
$619K 0.01%
5,311
+381
1002
$619K 0.01%
19,413
-24,277
1003
$618K 0.01%
26,538
+950
1004
$618K 0.01%
12,227
+237
1005
$617K 0.01%
7,491
+1,821
1006
$616K 0.01%
157,838
+7,190
1007
$615K 0.01%
22,179
+11,581
1008
$614K 0.01%
35,526
-5,321
1009
$614K 0.01%
14,060
+1,163
1010
$614K 0.01%
19,635
+3,893
1011
$614K 0.01%
2,227
+1,012
1012
$613K 0.01%
21,528
+4,241
1013
$612K 0.01%
12,433
+352
1014
$612K 0.01%
38,416
-296
1015
$610K 0.01%
3,841
-378
1016
$609K 0.01%
8,450
+3,627
1017
$608K 0.01%
3,852
+600
1018
$605K 0.01%
20,647
1019
$605K 0.01%
2,792
+554
1020
$604K 0.01%
12,293
+173
1021
$604K 0.01%
+28,495
1022
$603K 0.01%
5,482
+1,057
1023
$602K 0.01%
9,408
+3,732
1024
$602K 0.01%
507
+292
1025
$602K 0.01%
5,015
-128
39 40
41
42 43