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
1376
$319K 0.01%
+2,830
1377
$318K 0.01%
+2,855
1378
$318K 0.01%
+5,000
1379
$318K 0.01%
4,308
-952
1380
$317K 0.01%
+17,926
1381
$316K 0.01%
11,737
-130
1382
$315K 0.01%
1,646
-329
1383
$315K 0.01%
+10,244
1384
$314K 0.01%
+5,008
1385
$314K 0.01%
6,780
+220
1386
$313K 0.01%
3,511
+1,128
1387
$312K 0.01%
+10,940
1388
$312K 0.01%
+10,264
1389
$312K 0.01%
+3,326
1390
$312K 0.01%
2,513
+402
1391
$312K 0.01%
20,915
+270
1392
$310K 0.01%
3,261
-962
1393
$309K 0.01%
11,998
+235
1394
$309K 0.01%
7,414
-692
1395
$309K 0.01%
23,324
+12,070
1396
$309K 0.01%
4,664
+49
1397
$309K 0.01%
3,151
+943
1398
$309K 0.01%
31,665
+39
1399
$308K ﹤0.01%
+4,842
1400
$308K ﹤0.01%
45,571
+1,701
54 55
56
57 58