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
2501
$557K ﹤0.01%
19,870
+652
2502
$557K ﹤0.01%
7,912
-1,249
2503
$557K ﹤0.01%
9,690
-296
2504
$556K ﹤0.01%
6,453
+3,044
2505
$556K ﹤0.01%
28,348
-232
2506
$556K ﹤0.01%
3,451
+362
2507
$556K ﹤0.01%
15,120
+830
2508
$555K ﹤0.01%
18,360
-2,629
2509
$554K ﹤0.01%
19,588
+4,483
2510
$553K ﹤0.01%
20,699
+3,198
2511
$552K ﹤0.01%
20,812
-14,666
2512
$552K ﹤0.01%
10,284
+803
2513
$550K ﹤0.01%
35,440
-19,747
2514
$550K ﹤0.01%
2,015
-516
2515
$550K ﹤0.01%
2,727
+127
2516
$549K ﹤0.01%
7,068
2517
$549K ﹤0.01%
7,767
-535
2518
$549K ﹤0.01%
24,998
+1,039
2519
$548K ﹤0.01%
10,988
+1,314
2520
$548K ﹤0.01%
48,496
-6,933
2521
$546K ﹤0.01%
51,276
+25,480
2522
$546K ﹤0.01%
6,750
+738
2523
$543K ﹤0.01%
13,181
+313
2524
$543K ﹤0.01%
4,693
-313
2525
$543K ﹤0.01%
10,206
+1,881
99 100
101
102 103