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
1326
$346K 0.01%
+7,230
1327
$345K 0.01%
7,648
-100
1328
$345K 0.01%
30,037
-500
1329
$345K 0.01%
10,389
+4,482
1330
$345K 0.01%
+3,143
1331
$345K 0.01%
12,316
+1,152
1332
$344K 0.01%
10,600
-59
1333
$343K 0.01%
5,145
+699
1334
$342K 0.01%
10,177
+155
1335
$342K 0.01%
+4,726
1336
$342K 0.01%
6,642
-524
1337
$342K 0.01%
54,661
+15,418
1338
$341K 0.01%
+797
1339
$341K 0.01%
22,130
+7,803
1340
$340K 0.01%
+3,146
1341
$339K 0.01%
4,339
-1,329
1342
$338K 0.01%
5,959
+1,183
1343
$338K 0.01%
23,630
-1,620
1344
$337K 0.01%
7,383
+1,817
1345
$337K 0.01%
4,986
-22,666
1346
$337K 0.01%
5,697
+1,677
1347
$337K 0.01%
1,081
+379
1348
$335K 0.01%
13,661
+1,227
1349
$335K 0.01%
+12,271
1350
$333K 0.01%
5,382
-30
52 53
54
55 56