Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$20.9M
2
+$20.7M
3
+$19.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16.9M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$15.6M

Top Sells

1
+$17.2M
2
+$9.68M
3
+$4.73M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.53M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.23M

Sector Composition

1 Technology 10.8%
2 Healthcare 5.38%
3 Financials 5.21%
4 Consumer Discretionary 4.65%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$215K ﹤0.01%
+2,200
1627
$215K ﹤0.01%
+10,425
1628
$215K ﹤0.01%
+8,224
1629
$215K ﹤0.01%
+5,620
1630
$214K ﹤0.01%
+3,104
1631
$213K ﹤0.01%
+1,301
1632
$213K ﹤0.01%
9,720
-12,642
1633
$213K ﹤0.01%
+2,049
1634
$213K ﹤0.01%
6,526
-447
1635
$213K ﹤0.01%
+1,100
1636
$213K ﹤0.01%
+2,596
1637
$212K ﹤0.01%
3,008
1638
$212K ﹤0.01%
22,792
+2,005
1639
$212K ﹤0.01%
1,205
-511
1640
$211K ﹤0.01%
13,690
+211
1641
$211K ﹤0.01%
4,764
-226
1642
$211K ﹤0.01%
+1,400
1643
$210K ﹤0.01%
3,480
+20
1644
$210K ﹤0.01%
3,561
+107
1645
$210K ﹤0.01%
3,492
-6
1646
$209K ﹤0.01%
+10,144
1647
$209K ﹤0.01%
+4,012
1648
$209K ﹤0.01%
14,777
+1,800
1649
$208K ﹤0.01%
+4,449
1650
$208K ﹤0.01%
+4,108
64 65
66
67 68