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
2651
$466K ﹤0.01%
3,555
+1,374
2652
$465K ﹤0.01%
34,481
-9,982
2653
$465K ﹤0.01%
13,965
-2,110
2654
$465K ﹤0.01%
4,496
+544
2655
$465K ﹤0.01%
12,886
-3,950
2656
$464K ﹤0.01%
62,924
+3,145
2657
$464K ﹤0.01%
7,640
+581
2658
$462K ﹤0.01%
11,189
-1,424
2659
$461K ﹤0.01%
8,553
2660
$460K ﹤0.01%
72,043
-728
2661
$458K ﹤0.01%
32,862
+17,168
2662
$457K ﹤0.01%
43,206
-7,325
2663
$455K ﹤0.01%
32,433
-111
2664
$455K ﹤0.01%
41,993
+26,812
2665
$455K ﹤0.01%
29,821
+4,780
2666
$454K ﹤0.01%
10,628
+880
2667
$454K ﹤0.01%
+2,174
2668
$454K ﹤0.01%
9,122
-230
2669
$453K ﹤0.01%
18,953
+7,939
2670
$453K ﹤0.01%
10,545
-1,887
2671
$453K ﹤0.01%
7,899
-299
2672
$451K ﹤0.01%
7,189
+38
2673
$451K ﹤0.01%
11,148
+2,922
2674
$451K ﹤0.01%
9,071
+622
2675
$450K ﹤0.01%
1,841
+656
105 106
107
108 109