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
1201
$439K 0.01%
+6,484
1202
$438K 0.01%
16,680
-375
1203
$437K 0.01%
12,643
+4,600
1204
$437K 0.01%
19,967
-1,422
1205
$435K 0.01%
10,614
+1,038
1206
$435K 0.01%
+9,187
1207
$434K 0.01%
4,242
+899
1208
$434K 0.01%
22,427
-561
1209
$432K 0.01%
6,974
+39
1210
$431K 0.01%
4,198
+956
1211
$431K 0.01%
14,284
+1,103
1212
$431K 0.01%
6,078
+972
1213
$430K 0.01%
1,800
1214
$429K 0.01%
25,428
-13,262
1215
$429K 0.01%
13,237
+1,945
1216
$428K 0.01%
8,665
+384
1217
$427K 0.01%
12,407
+1,450
1218
$426K 0.01%
11,008
-32
1219
$424K 0.01%
3,463
+163
1220
$422K 0.01%
6,497
+2,060
1221
$422K 0.01%
2,046
+494
1222
$420K 0.01%
5,998
+748
1223
$420K 0.01%
9,189
-5,024
1224
$420K 0.01%
7,644
+381
1225
$419K 0.01%
9,099
+4,587
47 48
49
50 51