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
1676
$200K ﹤0.01%
+3,880
1677
$198K ﹤0.01%
10,566
1678
$197K ﹤0.01%
+42,047
1679
$195K ﹤0.01%
12,892
+2,156
1680
$192K ﹤0.01%
18,844
+3,398
1681
$190K ﹤0.01%
+11,349
1682
$190K ﹤0.01%
5,751
+280
1683
$189K ﹤0.01%
18,468
+3,219
1684
$188K ﹤0.01%
+16,065
1685
$187K ﹤0.01%
+10,030
1686
$187K ﹤0.01%
17,505
+300
1687
$186K ﹤0.01%
19,157
-230
1688
$181K ﹤0.01%
4,270
1689
$179K ﹤0.01%
21,079
+4,847
1690
$175K ﹤0.01%
12,345
-61
1691
$172K ﹤0.01%
5,455
1692
$171K ﹤0.01%
20,312
+5,103
1693
$170K ﹤0.01%
21,321
+771
1694
$167K ﹤0.01%
56,540
+37,980
1695
$161K ﹤0.01%
+12,458
1696
$159K ﹤0.01%
10,730
-4,510
1697
$153K ﹤0.01%
+12,340
1698
$152K ﹤0.01%
35
+12
1699
$151K ﹤0.01%
2,651
+21
1700
$151K ﹤0.01%
23,778
+1,805
66 67
68
69 70