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
1126
$495K 0.01%
30,128
+1,226
1127
$494K 0.01%
+4,495
1128
$493K 0.01%
8,130
-11,307
1129
$493K 0.01%
5,856
+2,681
1130
$490K 0.01%
28,864
-1,397
1131
$490K 0.01%
3,015
+1,718
1132
$489K 0.01%
4,249
+982
1133
$489K 0.01%
4,665
+116
1134
$487K 0.01%
28,593
+6,377
1135
$486K 0.01%
+8,698
1136
$486K 0.01%
17,534
1137
$485K 0.01%
2,349
+1,369
1138
$485K 0.01%
6,362
-1,804
1139
$485K 0.01%
+12,499
1140
$485K 0.01%
2,522
+92
1141
$484K 0.01%
8,994
+1,251
1142
$483K 0.01%
2,575
+926
1143
$482K 0.01%
15,402
+92
1144
$481K 0.01%
13,758
+3,227
1145
$480K 0.01%
2,931
+1,387
1146
$479K 0.01%
5,997
-777
1147
$478K 0.01%
1,007
+152
1148
$476K 0.01%
11,896
1149
$474K 0.01%
17,441
-2,550
1150
$474K 0.01%
20,779
+5,542
44 45
46
47 48