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
1401
$307K ﹤0.01%
+17,936
1402
$307K ﹤0.01%
5,985
+465
1403
$307K ﹤0.01%
14,553
+2,714
1404
$306K ﹤0.01%
+14,214
1405
$306K ﹤0.01%
6,154
1406
$306K ﹤0.01%
+5,106
1407
$306K ﹤0.01%
5,426
+1,166
1408
$305K ﹤0.01%
3,578
+531
1409
$305K ﹤0.01%
5,125
+1,122
1410
$303K ﹤0.01%
6,651
+1,576
1411
$303K ﹤0.01%
3,351
+598
1412
$303K ﹤0.01%
+2,859
1413
$303K ﹤0.01%
+972
1414
$302K ﹤0.01%
810
-98
1415
$301K ﹤0.01%
+7,199
1416
$301K ﹤0.01%
8,731
-109
1417
$301K ﹤0.01%
4,467
-375
1418
$301K ﹤0.01%
9,706
+94
1419
$300K ﹤0.01%
1,185
+60
1420
$300K ﹤0.01%
+5,092
1421
$299K ﹤0.01%
3,055
+302
1422
$298K ﹤0.01%
9,267
-433
1423
$298K ﹤0.01%
10,055
+1,687
1424
$297K ﹤0.01%
4,560
+1,206
1425
$297K ﹤0.01%
13,128
-2,674
55 56
57
58 59