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
2601
$497K ﹤0.01%
37,282
-3,310
2602
$497K ﹤0.01%
7,831
-6,602
2603
$497K ﹤0.01%
22,293
-6,043
2604
$496K ﹤0.01%
17,463
+1,537
2605
$496K ﹤0.01%
+19,459
2606
$495K ﹤0.01%
20,354
-862
2607
$494K ﹤0.01%
6,132
+457
2608
$493K ﹤0.01%
17,104
+4,355
2609
$491K ﹤0.01%
14,726
+783
2610
$490K ﹤0.01%
14,096
+49
2611
$490K ﹤0.01%
1,656
-710
2612
$489K ﹤0.01%
8,412
-3,415
2613
$488K ﹤0.01%
9,637
-46
2614
$486K ﹤0.01%
5,715
-1,431
2615
$486K ﹤0.01%
11,530
-1,482
2616
$486K ﹤0.01%
18,469
+960
2617
$485K ﹤0.01%
8,220
-54
2618
$485K ﹤0.01%
10,278
+73
2619
$485K ﹤0.01%
+7,235
2620
$484K ﹤0.01%
16,863
-3,942
2621
$484K ﹤0.01%
+20,677
2622
$482K ﹤0.01%
22,335
-20,556
2623
$482K ﹤0.01%
39,602
+1,365
2624
$481K ﹤0.01%
11,942
-2,415
2625
$480K ﹤0.01%
39,836
+5,590
103 104
105
106 107