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
2701
$433K ﹤0.01%
2,980
-1,056
2702
$433K ﹤0.01%
3,977
-371
2703
$432K ﹤0.01%
4,123
+442
2704
$431K ﹤0.01%
1,540
-713
2705
$431K ﹤0.01%
24,278
+7,834
2706
$431K ﹤0.01%
12,442
+1,208
2707
$430K ﹤0.01%
11,268
-242
2708
$430K ﹤0.01%
80,713
+4,191
2709
$430K ﹤0.01%
4,154
-618
2710
$430K ﹤0.01%
10,518
+611
2711
$430K ﹤0.01%
37,869
+4,994
2712
$430K ﹤0.01%
16,957
-43,395
2713
$429K ﹤0.01%
8,657
-507
2714
$429K ﹤0.01%
12,732
-1,367
2715
$428K ﹤0.01%
6,550
+792
2716
$427K ﹤0.01%
3,958
+596
2717
$427K ﹤0.01%
+13,944
2718
$427K ﹤0.01%
29,314
-4,170
2719
$426K ﹤0.01%
13,586
+571
2720
$426K ﹤0.01%
15,603
+488
2721
$426K ﹤0.01%
13,002
-16,674
2722
$425K ﹤0.01%
9,325
-530
2723
$425K ﹤0.01%
9,230
-51
2724
$425K ﹤0.01%
11,763
+1,678
2725
$424K ﹤0.01%
13,768
-200
107 108
109
110 111