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
2676
$450K ﹤0.01%
4,872
+280
2677
$450K ﹤0.01%
73,498
+2,590
2678
$450K ﹤0.01%
5,084
+318
2679
$449K ﹤0.01%
+13,398
2680
$449K ﹤0.01%
15,386
-1,217
2681
$448K ﹤0.01%
8,262
-19
2682
$446K ﹤0.01%
2,469
+51
2683
$444K ﹤0.01%
9,326
+422
2684
$444K ﹤0.01%
+10,295
2685
$443K ﹤0.01%
8,800
+4,700
2686
$442K ﹤0.01%
19,634
-249
2687
$442K ﹤0.01%
106,229
+14,525
2688
$442K ﹤0.01%
4,465
+1,183
2689
$441K ﹤0.01%
4,133
-34
2690
$441K ﹤0.01%
5,594
-237
2691
$440K ﹤0.01%
6,637
+1,935
2692
$440K ﹤0.01%
7,161
-1,342
2693
$440K ﹤0.01%
13,106
+326
2694
$439K ﹤0.01%
17,783
-3,132
2695
$439K ﹤0.01%
15,528
+7,452
2696
$437K ﹤0.01%
18,542
-2,181
2697
$436K ﹤0.01%
3,687
-813
2698
$435K ﹤0.01%
3,288
+148
2699
$435K ﹤0.01%
2,853
-543
2700
$433K ﹤0.01%
8,578
+1,193
106 107
108
109 110