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
1076
$546K 0.01%
15,683
+4,619
1077
$546K 0.01%
8,712
+716
1078
$546K 0.01%
+12,741
1079
$545K 0.01%
3,377
+959
1080
$544K 0.01%
+1,898
1081
$543K 0.01%
54,105
-4
1082
$542K 0.01%
9,780
+507
1083
$541K 0.01%
6,447
+897
1084
$540K 0.01%
5,610
-220
1085
$540K 0.01%
+3,689
1086
$540K 0.01%
2,107
+41
1087
$539K 0.01%
+5,593
1088
$538K 0.01%
25,244
+2
1089
$538K 0.01%
10,293
+166
1090
$537K 0.01%
19,396
-7,986
1091
$533K 0.01%
5,668
+509
1092
$532K 0.01%
+3,287
1093
$532K 0.01%
10,155
+5,665
1094
$531K 0.01%
18,045
+2,361
1095
$528K 0.01%
8,909
+1,728
1096
$527K 0.01%
13,249
-2,853
1097
$527K 0.01%
15,933
+1,625
1098
$527K 0.01%
4,407
+972
1099
$525K 0.01%
1,899
+971
1100
$524K 0.01%
45,480
+2,044
42 43
44
45 46