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
1226
$417K 0.01%
16,909
+5,435
1227
$416K 0.01%
+7,163
1228
$413K 0.01%
6,523
+958
1229
$413K 0.01%
6,361
+802
1230
$413K 0.01%
8,801
+762
1231
$412K 0.01%
1,657
-256
1232
$412K 0.01%
3,737
+1,444
1233
$412K 0.01%
+13,279
1234
$412K 0.01%
+5,644
1235
$409K 0.01%
10,847
+781
1236
$408K 0.01%
6,645
+654
1237
$407K 0.01%
38,421
+6,659
1238
$406K 0.01%
+12,885
1239
$406K 0.01%
+14,735
1240
$404K 0.01%
10,920
+127
1241
$403K 0.01%
3,666
-326
1242
$402K 0.01%
+4,452
1243
$402K 0.01%
23,341
1244
$401K 0.01%
2,269
-17
1245
$400K 0.01%
4,263
+38
1246
$400K 0.01%
28,012
+11,087
1247
$400K 0.01%
5,716
+528
1248
$399K 0.01%
6,187
+751
1249
$395K 0.01%
3,306
+66
1250
$394K 0.01%
6,624
+942
48 49
50
51 52