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
2476
$581K ﹤0.01%
6,248
+2,425
2477
$579K ﹤0.01%
37,335
+49
2478
$579K ﹤0.01%
43,560
+17,086
2479
$578K ﹤0.01%
4,859
+1,898
2480
$578K ﹤0.01%
22,018
+5,574
2481
$578K ﹤0.01%
+4,827
2482
$578K ﹤0.01%
29,459
2483
$576K ﹤0.01%
15,774
+4,826
2484
$575K ﹤0.01%
3,059
+63
2485
$575K ﹤0.01%
56,756
+24,502
2486
$572K ﹤0.01%
91,501
+4,578
2487
$571K ﹤0.01%
104,997
+8,452
2488
$571K ﹤0.01%
6,650
-103
2489
$570K ﹤0.01%
21,675
-5,141
2490
$568K ﹤0.01%
18,820
-4,521
2491
$568K ﹤0.01%
23,036
-6,779
2492
$568K ﹤0.01%
10,515
-8,185
2493
$568K ﹤0.01%
11,782
+3,121
2494
$567K ﹤0.01%
48,543
+12,516
2495
$566K ﹤0.01%
4,878
+1,896
2496
$562K ﹤0.01%
93,121
+9,342
2497
$562K ﹤0.01%
+20,191
2498
$562K ﹤0.01%
1,938
-648
2499
$559K ﹤0.01%
7,450
-2,044
2500
$557K ﹤0.01%
19,640
+5,508
98 99
100
101 102