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
1176
$452K 0.01%
5,309
+956
1177
$452K 0.01%
+3,678
1178
$451K 0.01%
16,228
+6,234
1179
$450K 0.01%
11,947
-245
1180
$449K 0.01%
31,889
+1,722
1181
$449K 0.01%
10,624
+106
1182
$449K 0.01%
7,406
-747
1183
$449K 0.01%
2,188
+847
1184
$448K 0.01%
7,425
-1,123
1185
$447K 0.01%
9,734
+1,121
1186
$447K 0.01%
17,139
+4,818
1187
$447K 0.01%
5,715
+1,955
1188
$446K 0.01%
12,865
+2,388
1189
$446K 0.01%
4,127
-530
1190
$445K 0.01%
5,751
+803
1191
$445K 0.01%
5,563
-37
1192
$445K 0.01%
16,725
-642
1193
$445K 0.01%
4,391
+682
1194
$444K 0.01%
952
+14
1195
$444K 0.01%
1,832
+742
1196
$444K 0.01%
834
-234
1197
$442K 0.01%
+18,530
1198
$442K 0.01%
9,940
-3,791
1199
$441K 0.01%
+4,254
1200
$440K 0.01%
8,833
+1,053
46 47
48
49 50