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
2726
$423K ﹤0.01%
5,042
+757
2727
$423K ﹤0.01%
267,812
+7,300
2728
$423K ﹤0.01%
13,079
-926
2729
$422K ﹤0.01%
20,737
+5,011
2730
$422K ﹤0.01%
36,542
+2,578
2731
$421K ﹤0.01%
52,468
+18,335
2732
$419K ﹤0.01%
1,994
-266
2733
$418K ﹤0.01%
3,406
-1,954
2734
$418K ﹤0.01%
11,843
+2,700
2735
$417K ﹤0.01%
33,569
-1,715
2736
$415K ﹤0.01%
10,536
-6,396
2737
$414K ﹤0.01%
9,874
-626
2738
$414K ﹤0.01%
16,848
-1,015
2739
$414K ﹤0.01%
6,889
-7,091
2740
$413K ﹤0.01%
31,277
+626
2741
$413K ﹤0.01%
75,944
-218
2742
$413K ﹤0.01%
40,460
+2,813
2743
$412K ﹤0.01%
+36,524
2744
$412K ﹤0.01%
+7,167
2745
$412K ﹤0.01%
22,411
-2,783
2746
$411K ﹤0.01%
2,632
-854
2747
$411K ﹤0.01%
11,714
+5,749
2748
$409K ﹤0.01%
48,678
-3,019
2749
$409K ﹤0.01%
4,549
2750
$409K ﹤0.01%
7,981
-282
108 109
110
111 112