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
1551
$244K ﹤0.01%
49
+1
1552
$242K ﹤0.01%
+1,729
1553
$242K ﹤0.01%
2,915
+146
1554
$242K ﹤0.01%
+4,936
1555
$241K ﹤0.01%
2,355
+49
1556
$241K ﹤0.01%
+3,890
1557
$240K ﹤0.01%
+15,252
1558
$240K ﹤0.01%
2,096
+332
1559
$240K ﹤0.01%
13,441
+301
1560
$239K ﹤0.01%
1,623
+315
1561
$239K ﹤0.01%
+2,101
1562
$238K ﹤0.01%
+1,152
1563
$238K ﹤0.01%
+1,904
1564
$238K ﹤0.01%
+2,772
1565
$238K ﹤0.01%
+1,945
1566
$237K ﹤0.01%
68,601
+15,505
1567
$236K ﹤0.01%
13,944
1568
$236K ﹤0.01%
2,835
+44
1569
$235K ﹤0.01%
1,283
-17
1570
$234K ﹤0.01%
7,046
+716
1571
$234K ﹤0.01%
+3,823
1572
$234K ﹤0.01%
9,500
1573
$233K ﹤0.01%
+7,268
1574
$233K ﹤0.01%
4,628
1575
$233K ﹤0.01%
+1,165
61 62
63
64 65