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
1726
$95K ﹤0.01%
+10,817
1727
$93K ﹤0.01%
+10,641
1728
$92K ﹤0.01%
+123
1729
$90K ﹤0.01%
90
+9
1730
$90K ﹤0.01%
1,975
+554
1731
$89K ﹤0.01%
+10,305
1732
$86K ﹤0.01%
+10,394
1733
$83K ﹤0.01%
15,640
-2,105
1734
$82K ﹤0.01%
19,531
1735
$82K ﹤0.01%
32,047
+5,010
1736
$80K ﹤0.01%
+12,808
1737
$79K ﹤0.01%
7,063
+181
1738
$76K ﹤0.01%
+4,000
1739
$75K ﹤0.01%
13,904
-5,019
1740
$74K ﹤0.01%
+10,720
1741
$73K ﹤0.01%
1,856
-702
1742
$68K ﹤0.01%
+11,275
1743
$65K ﹤0.01%
11,400
-12,900
1744
$64K ﹤0.01%
15,972
+706
1745
$63K ﹤0.01%
15,610
+500
1746
$62K ﹤0.01%
+11,795
1747
$62K ﹤0.01%
18,751
+2,376
1748
$58K ﹤0.01%
24,000
1749
$53K ﹤0.01%
+10,974
1750
$47K ﹤0.01%
11,084
68 69
70
71 72