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
1101
$524K 0.01%
27,176
+1,000
1102
$524K 0.01%
17,933
+182
1103
$522K 0.01%
10,272
+1,449
1104
$522K 0.01%
10,943
-4,362
1105
$521K 0.01%
2,344
-15
1106
$520K 0.01%
4,413
+721
1107
$519K 0.01%
12,333
+3,775
1108
$518K 0.01%
5,987
+3,419
1109
$515K 0.01%
3,861
+1,025
1110
$515K 0.01%
1,600
+742
1111
$515K 0.01%
4,154
-289
1112
$514K 0.01%
5,184
+1,784
1113
$514K 0.01%
+19,380
1114
$514K 0.01%
20,997
+51
1115
$511K 0.01%
501
+159
1116
$510K 0.01%
5,001
-2,909
1117
$506K 0.01%
6,940
+1,004
1118
$505K 0.01%
+12,974
1119
$503K 0.01%
7,852
-667
1120
$502K 0.01%
2,581
+1,395
1121
$502K 0.01%
15,907
1122
$502K 0.01%
7,770
1123
$498K 0.01%
136,441
-8,486
1124
$497K 0.01%
+903
1125
$495K 0.01%
14,702
-7,033
43 44
45
46 47