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
1026
$599K 0.01%
5,302
+693
1027
$596K 0.01%
+18,919
1028
$596K 0.01%
3,248
-747
1029
$593K 0.01%
16,845
+50
1030
$592K 0.01%
10,578
+2,100
1031
$591K 0.01%
8,206
+1,983
1032
$590K 0.01%
21,364
-41,121
1033
$589K 0.01%
40,042
-1,697
1034
$588K 0.01%
+8,683
1035
$584K 0.01%
809
+62
1036
$583K 0.01%
7,009
+1,424
1037
$583K 0.01%
11,692
+4,220
1038
$583K 0.01%
9,790
-337
1039
$582K 0.01%
2,651
-155
1040
$582K 0.01%
6,021
-4,270
1041
$582K 0.01%
6,336
+678
1042
$582K 0.01%
84,285
-6,128
1043
$581K 0.01%
2,117
+48
1044
$578K 0.01%
12,325
-93
1045
$577K 0.01%
3,090
+294
1046
$574K 0.01%
42,996
+400
1047
$573K 0.01%
10,507
+77
1048
$572K 0.01%
11,463
-5,273
1049
$571K 0.01%
8,884
-104
1050
$568K 0.01%
37,661
+31
40 41
42
43 44