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
1251
$394K 0.01%
25,039
-469
1252
$393K 0.01%
2,647
-166
1253
$392K 0.01%
+2,302
1254
$392K 0.01%
+3,192
1255
$391K 0.01%
+12,557
1256
$391K 0.01%
2,857
-142
1257
$391K 0.01%
12,625
-689
1258
$390K 0.01%
+17,561
1259
$390K 0.01%
1,592
-753
1260
$390K 0.01%
+669
1261
$388K 0.01%
7,865
-609
1262
$387K 0.01%
4,602
-429
1263
$387K 0.01%
16,497
-494
1264
$386K 0.01%
11,153
+59
1265
$386K 0.01%
+2,067
1266
$386K 0.01%
5,730
+270
1267
$386K 0.01%
72,601
-2,670
1268
$386K 0.01%
25,070
1269
$385K 0.01%
5,974
+124
1270
$383K 0.01%
+14,974
1271
$382K 0.01%
1,211
-43
1272
$381K 0.01%
7,638
+1,616
1273
$380K 0.01%
+6,005
1274
$380K 0.01%
32,926
-9,000
1275
$380K 0.01%
+1,699
49 50
51
52 53