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
2576
$510K ﹤0.01%
47,573
+9,796
2577
$508K ﹤0.01%
26,900
+683
2578
$508K ﹤0.01%
10,415
-325
2579
$507K ﹤0.01%
21,297
-2,007
2580
$507K ﹤0.01%
22,667
-26,286
2581
$507K ﹤0.01%
5,791
-1,517
2582
$507K ﹤0.01%
12,058
-477
2583
$506K ﹤0.01%
31,496
-3,225
2584
$505K ﹤0.01%
45,482
+30,347
2585
$505K ﹤0.01%
21,365
-119,149
2586
$505K ﹤0.01%
20,805
2587
$505K ﹤0.01%
20,459
-55,883
2588
$505K ﹤0.01%
12,986
+95
2589
$505K ﹤0.01%
+19,953
2590
$503K ﹤0.01%
30,130
+4,846
2591
$503K ﹤0.01%
11,079
-110
2592
$503K ﹤0.01%
5,615
+48
2593
$503K ﹤0.01%
+6,840
2594
$500K ﹤0.01%
3,990
-813
2595
$500K ﹤0.01%
8,730
+3,474
2596
$499K ﹤0.01%
28,241
+1,679
2597
$499K ﹤0.01%
11,997
+353
2598
$499K ﹤0.01%
4,366
-286
2599
$498K ﹤0.01%
14,438
-1,946
2600
$497K ﹤0.01%
22,450
+1,849
102 103
104
105 106