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
1651
$207K ﹤0.01%
16,426
+5,392
1652
$207K ﹤0.01%
+4,452
1653
$207K ﹤0.01%
+3,359
1654
$207K ﹤0.01%
14,887
1655
$207K ﹤0.01%
+4,614
1656
$206K ﹤0.01%
+224
1657
$205K ﹤0.01%
+4,484
1658
$205K ﹤0.01%
+5,027
1659
$205K ﹤0.01%
5,787
-6,270
1660
$204K ﹤0.01%
+7,743
1661
$204K ﹤0.01%
+3,927
1662
$204K ﹤0.01%
+3,332
1663
$204K ﹤0.01%
+44,816
1664
$203K ﹤0.01%
18,503
+1,761
1665
$203K ﹤0.01%
+1,225
1666
$202K ﹤0.01%
+7,905
1667
$202K ﹤0.01%
+835
1668
$202K ﹤0.01%
11,510
1669
$202K ﹤0.01%
+2,717
1670
$202K ﹤0.01%
23,890
+1,200
1671
$201K ﹤0.01%
+11,311
1672
$201K ﹤0.01%
+6,593
1673
$201K ﹤0.01%
+5,508
1674
$201K ﹤0.01%
+2,664
1675
$200K ﹤0.01%
+1,009
65 66
67
68 69