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
2751
$408K ﹤0.01%
11,409
-981
2752
$407K ﹤0.01%
10,952
-3,751
2753
$407K ﹤0.01%
32,519
-8,733
2754
$406K ﹤0.01%
18,703
+247
2755
$406K ﹤0.01%
5,648
+403
2756
$405K ﹤0.01%
8,885
-362
2757
$405K ﹤0.01%
1,710
-342
2758
$404K ﹤0.01%
13,227
-471
2759
$404K ﹤0.01%
4,047
+81
2760
$404K ﹤0.01%
13,820
-604
2761
$404K ﹤0.01%
+19,908
2762
$404K ﹤0.01%
1,320
+77
2763
$403K ﹤0.01%
15,323
-213
2764
$403K ﹤0.01%
8,007
2765
$402K ﹤0.01%
13,517
+1,360
2766
$402K ﹤0.01%
+52,900
2767
$400K ﹤0.01%
24,493
-1,047
2768
$399K ﹤0.01%
29,713
+3,701
2769
$398K ﹤0.01%
19,440
-107
2770
$397K ﹤0.01%
15,909
-212
2771
$397K ﹤0.01%
11,952
-1,788
2772
$397K ﹤0.01%
9,706
-1,164
2773
$396K ﹤0.01%
24,356
-44,689
2774
$396K ﹤0.01%
20,621
+1,419
2775
$395K ﹤0.01%
23,000
-2,434
109 110
111
112 113