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
1501
$262K ﹤0.01%
+6,686
1502
$261K ﹤0.01%
3,441
-225
1503
$261K ﹤0.01%
31,167
-427
1504
$261K ﹤0.01%
7,627
+1,572
1505
$260K ﹤0.01%
+2,613
1506
$260K ﹤0.01%
693
+26
1507
$259K ﹤0.01%
+9,846
1508
$259K ﹤0.01%
4,318
+28
1509
$258K ﹤0.01%
677
+330
1510
$257K ﹤0.01%
28,912
-697
1511
$257K ﹤0.01%
15,376
+1,705
1512
$255K ﹤0.01%
+7,828
1513
$255K ﹤0.01%
4,404
+468
1514
$255K ﹤0.01%
+2,333
1515
$255K ﹤0.01%
14,014
+1,315
1516
$254K ﹤0.01%
2,182
-17
1517
$254K ﹤0.01%
24,473
+13,678
1518
$254K ﹤0.01%
21,828
+800
1519
$254K ﹤0.01%
+4,927
1520
$253K ﹤0.01%
+2,440
1521
$253K ﹤0.01%
4,837
-1,637
1522
$253K ﹤0.01%
+1,475
1523
$253K ﹤0.01%
7,177
+802
1524
$253K ﹤0.01%
+372
1525
$253K ﹤0.01%
+3,856
59 60
61
62 63