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
1701
$150K ﹤0.01%
+12,128
1702
$149K ﹤0.01%
+11,255
1703
$148K ﹤0.01%
+10,604
1704
$147K ﹤0.01%
15,322
+802
1705
$142K ﹤0.01%
12,941
-4,451
1706
$140K ﹤0.01%
20,650
-800
1707
$140K ﹤0.01%
20,967
-962
1708
$134K ﹤0.01%
+13,152
1709
$134K ﹤0.01%
11,830
-3,003
1710
$132K ﹤0.01%
+11,019
1711
$126K ﹤0.01%
+10,319
1712
$125K ﹤0.01%
13,247
-607
1713
$125K ﹤0.01%
11,878
-148
1714
$123K ﹤0.01%
11,450
-1,388
1715
$121K ﹤0.01%
27,213
+802
1716
$120K ﹤0.01%
14,538
-8,456
1717
$116K ﹤0.01%
4,381
+886
1718
$116K ﹤0.01%
13,800
+3,605
1719
$110K ﹤0.01%
18,528
+3,924
1720
$105K ﹤0.01%
10,823
1721
$101K ﹤0.01%
17,652
+543
1722
$100K ﹤0.01%
10,226
-392,856
1723
$100K ﹤0.01%
21,365
+6,494
1724
$100K ﹤0.01%
11,756
-891
1725
$99K ﹤0.01%
28,000
-1,631
67 68
69
70 71