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
2551
$531K ﹤0.01%
22,516
+2,532
2552
$530K ﹤0.01%
12,130
2553
$529K ﹤0.01%
3,110
-84
2554
$529K ﹤0.01%
4,300
-2,145
2555
$529K ﹤0.01%
15,479
+2,972
2556
$529K ﹤0.01%
7,904
-827
2557
$526K ﹤0.01%
33,946
+5,197
2558
$525K ﹤0.01%
23,389
+720
2559
$523K ﹤0.01%
10,687
+6,429
2560
$522K ﹤0.01%
22,719
+5,158
2561
$522K ﹤0.01%
23,318
+3,359
2562
$522K ﹤0.01%
17,751
+507
2563
$521K ﹤0.01%
4,216
-965
2564
$521K ﹤0.01%
48,224
+24,562
2565
$521K ﹤0.01%
6,566
+97
2566
$519K ﹤0.01%
4,594
+412
2567
$518K ﹤0.01%
89,820
-11,979
2568
$518K ﹤0.01%
6,333
+351
2569
$517K ﹤0.01%
10,259
+45
2570
$515K ﹤0.01%
+22,633
2571
$514K ﹤0.01%
11,015
+335
2572
$514K ﹤0.01%
51,477
+1,405
2573
$514K ﹤0.01%
2,102
-239
2574
$513K ﹤0.01%
50,174
+1,457
2575
$510K ﹤0.01%
15,137
+2,422
101 102
103
104 105