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
1476
$270K ﹤0.01%
8,590
+90
1477
$270K ﹤0.01%
4,130
+155
1478
$269K ﹤0.01%
2,230
-361
1479
$269K ﹤0.01%
21,977
+9,518
1480
$269K ﹤0.01%
8,285
+106
1481
$269K ﹤0.01%
3,368
+290
1482
$269K ﹤0.01%
3,258
+42
1483
$267K ﹤0.01%
+9,250
1484
$266K ﹤0.01%
2,705
+605
1485
$266K ﹤0.01%
+4,817
1486
$266K ﹤0.01%
18,947
+6,185
1487
$266K ﹤0.01%
29,379
+6,019
1488
$266K ﹤0.01%
2,878
+322
1489
$266K ﹤0.01%
2,280
-112
1490
$265K ﹤0.01%
5,590
1491
$265K ﹤0.01%
8,488
+302
1492
$265K ﹤0.01%
+27,200
1493
$264K ﹤0.01%
2,836
+425
1494
$264K ﹤0.01%
2,838
+692
1495
$264K ﹤0.01%
+2,471
1496
$263K ﹤0.01%
28,503
-3,911
1497
$263K ﹤0.01%
5,865
-664
1498
$263K ﹤0.01%
+3,972
1499
$263K ﹤0.01%
723
+44
1500
$262K ﹤0.01%
+2,059
58 59
60
61 62