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
251
$33.6M 0.08%
380,731
+11,933
252
$33.6M 0.08%
1,495,062
+759,192
253
$33.3M 0.08%
253,256
+59,707
254
$33.3M 0.08%
661,339
-60,733
255
$33.1M 0.08%
798,067
+96,278
256
$33M 0.08%
377,409
+143,810
257
$32.9M 0.08%
237,816
+15,373
258
$32.6M 0.08%
879,718
-42,776
259
$32.5M 0.07%
130,209
+7,986
260
$32.1M 0.07%
277,816
-18,325
261
$32.1M 0.07%
423,840
-14,460
262
$32M 0.07%
759,046
-15,283
263
$31.9M 0.07%
362,508
-1,381
264
$31.7M 0.07%
652,515
+46,556
265
$31.5M 0.07%
1,355,533
+323,871
266
$31.4M 0.07%
56,785
-129
267
$31.3M 0.07%
69,231
-24,385
268
$31.2M 0.07%
214,455
+3,328
269
$31.1M 0.07%
98,286
-9,394
270
$31.1M 0.07%
102,360
-9,114
271
$31M 0.07%
47,187
+431
272
$31M 0.07%
133,806
-31,055
273
$30.9M 0.07%
734,442
+13,131
274
$30.9M 0.07%
314,147
+22,393
275
$30.8M 0.07%
906,354
+132,172
9 10
11
12 13