Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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 +$20.9M
2 +$20.7M
3 +$19.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16.9M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$15.6M

Top Sells

1 +$17.2M
2 +$9.68M
3 +$4.73M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.53M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.23M

Sector Composition

1 Technology 10.8%
2 Healthcare 5.38%
3 Financials 5.21%
4 Consumer Discretionary 4.65%
5 Communication Services 3.97%
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%
2,318
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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
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1190
$445K 0.01%
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$445K 0.01%
5,563
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1192
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16,725
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4,391
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1194
$444K 0.01%
952
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1195
$444K 0.01%
1,832
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1196
$444K 0.01%
2,502
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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