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
1051
$568K 0.01%
18,509
-1,036
1052
$566K 0.01%
10,845
+2,887
1053
$565K 0.01%
+10,665
1054
$565K 0.01%
10,360
+3,097
1055
$564K 0.01%
12,793
+334
1056
$561K 0.01%
37,392
-112
1057
$561K 0.01%
9,087
+2,148
1058
$560K 0.01%
+26,763
1059
$560K 0.01%
2,860
+303
1060
$559K 0.01%
1,665
+93
1061
$559K 0.01%
+20,174
1062
$559K 0.01%
2,504
+801
1063
$558K 0.01%
37,776
1064
$557K 0.01%
2,762
-710
1065
$557K 0.01%
18,966
+7,716
1066
$557K 0.01%
2,254
-1,689
1067
$556K 0.01%
8,594
+2,610
1068
$555K 0.01%
+1,164
1069
$554K 0.01%
80,922
+12,772
1070
$553K 0.01%
12,462
-6
1071
$552K 0.01%
13,586
+800
1072
$550K 0.01%
5,270
+318
1073
$550K 0.01%
3,211
+1,746
1074
$549K 0.01%
6,324
+100
1075
$547K 0.01%
31,528
+1,350
41 42
43
44 45