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
1601
$225K ﹤0.01%
+5,084
1602
$224K ﹤0.01%
13,211
+132
1603
$223K ﹤0.01%
3,492
+930
1604
$223K ﹤0.01%
7,889
-3,371
1605
$223K ﹤0.01%
21,919
+10,908
1606
$222K ﹤0.01%
919
-1
1607
$222K ﹤0.01%
+1,426
1608
$222K ﹤0.01%
13,488
+1,776
1609
$222K ﹤0.01%
+4,158
1610
$222K ﹤0.01%
8,112
1611
$221K ﹤0.01%
12,161
+18
1612
$221K ﹤0.01%
+2,460
1613
$220K ﹤0.01%
+5,963
1614
$220K ﹤0.01%
3,550
-7,070
1615
$220K ﹤0.01%
+6,387
1616
$219K ﹤0.01%
+6,581
1617
$219K ﹤0.01%
6,579
-69
1618
$219K ﹤0.01%
+4,130
1619
$219K ﹤0.01%
+339
1620
$219K ﹤0.01%
+2,343
1621
$218K ﹤0.01%
+9,080
1622
$217K ﹤0.01%
+4,078
1623
$217K ﹤0.01%
5,442
-317
1624
$216K ﹤0.01%
2,592
+31
1625
$215K ﹤0.01%
+5,620
63 64
65
66 67