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
1151
$473K 0.01%
13,575
+2,487
1152
$470K 0.01%
24,190
+12,440
1153
$470K 0.01%
7,757
+3,503
1154
$469K 0.01%
+5,617
1155
$469K 0.01%
34,820
+4,063
1156
$469K 0.01%
41,200
+1,800
1157
$469K 0.01%
5,348
-614
1158
$468K 0.01%
14,465
+7,767
1159
$468K 0.01%
14,370
+2,970
1160
$468K 0.01%
9,414
+4,579
1161
$467K 0.01%
48,596
+871
1162
$466K 0.01%
7,420
+20
1163
$466K 0.01%
16,242
+116
1164
$466K 0.01%
7,147
+1,642
1165
$465K 0.01%
1,615
+461
1166
$464K 0.01%
+17,511
1167
$464K 0.01%
+5,000
1168
$463K 0.01%
9,016
-43
1169
$459K 0.01%
3,402
-293
1170
$458K 0.01%
5,230
+551
1171
$457K 0.01%
14,265
+2,738
1172
$457K 0.01%
3,284
+431
1173
$456K 0.01%
41,819
-2,966
1174
$456K 0.01%
7,105
-12
1175
$454K 0.01%
3,702
+261
45 46
47
48 49