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
1351
$333K 0.01%
948
+177
1352
$333K 0.01%
5,826
+244
1353
$332K 0.01%
7,480
-396
1354
$332K 0.01%
3,773
+1,235
1355
$331K 0.01%
24,201
+5,874
1356
$330K 0.01%
5,564
-604
1357
$330K 0.01%
+14,490
1358
$329K 0.01%
2,836
-337
1359
$329K 0.01%
10,632
-575
1360
$329K 0.01%
+5,433
1361
$329K 0.01%
+9,152
1362
$328K 0.01%
1,497
+312
1363
$328K 0.01%
5,753
-1,643
1364
$328K 0.01%
5,700
1365
$328K 0.01%
+3,689
1366
$327K 0.01%
8,524
1367
$327K 0.01%
4,031
+138
1368
$327K 0.01%
+490
1369
$326K 0.01%
3,194
+918
1370
$325K 0.01%
2,362
+288
1371
$323K 0.01%
5,693
+1
1372
$323K 0.01%
10,974
+3,488
1373
$319K 0.01%
33,023
+8,789
1374
$319K 0.01%
1,449
+493
1375
$319K 0.01%
+4,096
53 54
55
56 57