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
1276
$379K 0.01%
40,270
-7,880
1277
$379K 0.01%
+14,786
1278
$378K 0.01%
4,681
+167
1279
$378K 0.01%
11,006
-137
1280
$377K 0.01%
+30,288
1281
$377K 0.01%
150,122
-2,878
1282
$376K 0.01%
+3,946
1283
$376K 0.01%
11,369
+2,875
1284
$375K 0.01%
+12,392
1285
$374K 0.01%
10,060
-2,295
1286
$373K 0.01%
16,413
+2,149
1287
$373K 0.01%
37,725
+1,388
1288
$372K 0.01%
3,547
-473
1289
$370K 0.01%
14,307
+5,661
1290
$370K 0.01%
13,883
-434
1291
$367K 0.01%
+6,838
1292
$367K 0.01%
3,482
+97
1293
$366K 0.01%
5,655
+1,092
1294
$366K 0.01%
3,194
-62
1295
$366K 0.01%
+2,602
1296
$365K 0.01%
+4,336
1297
$365K 0.01%
4,032
-84
1298
$365K 0.01%
+7,648
1299
$364K 0.01%
27,825
+13
1300
$364K 0.01%
2,590
+256
50 51
52
53 54