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
$43.4B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,845
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$50M
3
+$46.5M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$43.7M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$33M

Top Sells

1
+$183M
2
+$99.5M
3
+$70.5M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$32.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$30.4M

Sector Composition

1 Technology 10.86%
2 Financials 4.09%
3 Consumer Discretionary 3.6%
4 Healthcare 3.52%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36.7M 0.08%
414,886
-44,706
227
$36.3M 0.08%
293,136
-25,749
228
$36.2M 0.08%
46,035
+1,970
229
$36.2M 0.08%
397,740
+50,837
230
$36.2M 0.08%
657,017
-21,920
231
$36.1M 0.08%
361,675
-29,133
232
$36.1M 0.08%
512,879
+10,816
233
$35.7M 0.08%
786,568
-45,775
234
$35.6M 0.08%
166,917
-5,453
235
$35.6M 0.08%
1,127,678
-136,471
236
$35.3M 0.08%
354,811
-19,955
237
$35.3M 0.08%
308,413
+21,286
238
$35.2M 0.08%
291,327
-4,412
239
$35.2M 0.08%
350,274
-15,209
240
$35M 0.08%
322,441
+1,253
241
$35M 0.08%
700,544
+48,781
242
$34.6M 0.08%
229,688
-2,443
243
$34.4M 0.08%
341,892
+217,164
244
$34.3M 0.08%
143,628
-10,691
245
$34.2M 0.08%
439,604
-104,251
246
$34.1M 0.08%
665,375
+88,396
247
$34.1M 0.08%
267,038
-16,415
248
$34M 0.08%
677,390
+18,627
249
$34M 0.08%
174,238
-1,462
250
$33.9M 0.08%
222,327
-1,333
8 9
10
11 12