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
2526
$541K ﹤0.01%
27,528
-8,355
2527
$541K ﹤0.01%
+57,499
2528
$541K ﹤0.01%
41,794
+5,201
2529
$540K ﹤0.01%
+22,727
2530
$540K ﹤0.01%
35,264
-4,860
2531
$539K ﹤0.01%
27,538
-28,434
2532
$539K ﹤0.01%
27,011
+809
2533
$539K ﹤0.01%
55,745
-11,176
2534
$539K ﹤0.01%
22,562
-12,675
2535
$539K ﹤0.01%
9,485
+791
2536
$539K ﹤0.01%
27,458
-2,692
2537
$538K ﹤0.01%
13,181
-652
2538
$538K ﹤0.01%
9,729
-68
2539
$537K ﹤0.01%
7,950
+879
2540
$537K ﹤0.01%
451
-22
2541
$537K ﹤0.01%
+25,625
2542
$537K ﹤0.01%
7,465
+102
2543
$536K ﹤0.01%
6,563
+953
2544
$535K ﹤0.01%
10,603
-734
2545
$534K ﹤0.01%
+17,491
2546
$534K ﹤0.01%
11,473
-1,602
2547
$534K ﹤0.01%
11,083
+4,754
2548
$533K ﹤0.01%
4,843
+95
2549
$532K ﹤0.01%
40,515
+1,664
2550
$531K ﹤0.01%
22,265
+419
100 101
102
103 104