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
1426
$297K ﹤0.01%
2,612
-81
1427
$295K ﹤0.01%
+6,775
1428
$294K ﹤0.01%
1,385
-670
1429
$294K ﹤0.01%
6,001
+228
1430
$292K ﹤0.01%
9,636
-3,571
1431
$292K ﹤0.01%
5,295
+603
1432
$291K ﹤0.01%
3,021
-10
1433
$290K ﹤0.01%
2,886
-18
1434
$290K ﹤0.01%
18,903
+7,772
1435
$289K ﹤0.01%
+7,569
1436
$289K ﹤0.01%
13,513
+48
1437
$288K ﹤0.01%
+1,261
1438
$288K ﹤0.01%
28,852
+6,887
1439
$288K ﹤0.01%
9,768
-2,122
1440
$288K ﹤0.01%
37,830
-5,344
1441
$287K ﹤0.01%
+13,661
1442
$287K ﹤0.01%
5,333
+133
1443
$287K ﹤0.01%
2,226
+187
1444
$287K ﹤0.01%
9,373
+553
1445
$287K ﹤0.01%
1,168
+111
1446
$286K ﹤0.01%
10,441
+2,541
1447
$285K ﹤0.01%
2,066
-666
1448
$285K ﹤0.01%
18,832
-1,684
1449
$285K ﹤0.01%
18,265
+56
1450
$285K ﹤0.01%
1,893
+178
56 57
58
59 60