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
1526
$253K ﹤0.01%
+2,018
1527
$252K ﹤0.01%
7,690
+850
1528
$252K ﹤0.01%
+22,021
1529
$251K ﹤0.01%
4,413
+550
1530
$251K ﹤0.01%
12,973
-277
1531
$251K ﹤0.01%
3,596
-58
1532
$249K ﹤0.01%
2,158
-889
1533
$249K ﹤0.01%
12,662
+1,783
1534
$249K ﹤0.01%
5,444
-5,234
1535
$249K ﹤0.01%
+3,018
1536
$248K ﹤0.01%
+4,715
1537
$248K ﹤0.01%
13,881
+3,072
1538
$248K ﹤0.01%
+5,245
1539
$248K ﹤0.01%
1,402
-1,539
1540
$248K ﹤0.01%
7,283
-3,283
1541
$247K ﹤0.01%
16,912
+1,472
1542
$247K ﹤0.01%
6,278
+972
1543
$247K ﹤0.01%
13,200
-13,297
1544
$247K ﹤0.01%
17,095
+289
1545
$246K ﹤0.01%
3,240
-183
1546
$246K ﹤0.01%
41,305
+1,300
1547
$246K ﹤0.01%
+12,979
1548
$246K ﹤0.01%
14,713
+2,292
1549
$246K ﹤0.01%
+587
1550
$245K ﹤0.01%
10,022
-1,413
60 61
62
63 64