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
1451
$285K ﹤0.01%
811
-4,087
1452
$284K ﹤0.01%
4,868
-279
1453
$284K ﹤0.01%
29,098
+368
1454
$283K ﹤0.01%
+6,113
1455
$282K ﹤0.01%
27,767
+1,796
1456
$282K ﹤0.01%
10,726
-3,153
1457
$282K ﹤0.01%
9,327
+980
1458
$281K ﹤0.01%
+4,859
1459
$281K ﹤0.01%
24,538
+42
1460
$281K ﹤0.01%
+10,726
1461
$280K ﹤0.01%
19,991
+6,634
1462
$280K ﹤0.01%
20,623
1463
$279K ﹤0.01%
8,760
+100
1464
$279K ﹤0.01%
5,825
+824
1465
$279K ﹤0.01%
+8,277
1466
$278K ﹤0.01%
9,580
-483
1467
$277K ﹤0.01%
6,492
+1,175
1468
$277K ﹤0.01%
+7,645
1469
$277K ﹤0.01%
+3,561
1470
$276K ﹤0.01%
5,665
+577
1471
$275K ﹤0.01%
16,010
+2,784
1472
$274K ﹤0.01%
1,885
-479
1473
$272K ﹤0.01%
2,535
+18
1474
$271K ﹤0.01%
11,430
1475
$270K ﹤0.01%
3,170
+51
57 58
59
60 61