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
1576
$232K ﹤0.01%
10,732
-4,154
1577
$232K ﹤0.01%
+4,318
1578
$232K ﹤0.01%
8,250
-2,500
1579
$232K ﹤0.01%
19,850
1580
$231K ﹤0.01%
15,160
+81
1581
$231K ﹤0.01%
3,791
-491
1582
$231K ﹤0.01%
3,418
1583
$231K ﹤0.01%
+1,042
1584
$229K ﹤0.01%
+4,374
1585
$229K ﹤0.01%
3,010
-63
1586
$229K ﹤0.01%
+789
1587
$229K ﹤0.01%
+6,184
1588
$228K ﹤0.01%
9,605
1589
$227K ﹤0.01%
+3,793
1590
$227K ﹤0.01%
10,510
+1,041
1591
$226K ﹤0.01%
4,102
+183
1592
$226K ﹤0.01%
+6,165
1593
$226K ﹤0.01%
3,899
+56
1594
$226K ﹤0.01%
+4,440
1595
$226K ﹤0.01%
+3,020
1596
$225K ﹤0.01%
+6,738
1597
$225K ﹤0.01%
+2,336
1598
$225K ﹤0.01%
+13,415
1599
$225K ﹤0.01%
12,428
+512
1600
$225K ﹤0.01%
+1,562
62 63
64
65 66