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
1751
$44K ﹤0.01%
501
-1
1752
$39K ﹤0.01%
16,230
+585
1753
$26K ﹤0.01%
+11,675
1754
$18K ﹤0.01%
10,000
1755
$11K ﹤0.01%
+16,732
1756
$10K ﹤0.01%
+84,400
1757
$6K ﹤0.01%
1,300
1758
– –
-10,178
1759
– –
-833
1760
– –
-5,412
1761
– –
-4,951
1762
– –
-23,739
1763
– –
-5,320
1764
– –
-60,485
1765
– –
-2,847
1766
– –
-10,218
1767
– –
-20,689
1768
– –
-9,727
1769
– –
-14,155
1770
– –
-22,213
1771
– –
-14,100
1772
– –
-34,768
1773
– –
-138,731
1774
– –
-4,288
1775
– –
-5,169
69 70
71
72 73