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
2826
$374K ﹤0.01%
7,873
2827
$374K ﹤0.01%
+11,270
2828
$374K ﹤0.01%
17,002
+7,609
2829
$374K ﹤0.01%
20,919
+617
2830
$373K ﹤0.01%
72,644
-9,358
2831
$373K ﹤0.01%
9,322
-751
2832
$372K ﹤0.01%
25,813
+3,777
2833
$372K ﹤0.01%
36,936
+1,642
2834
$372K ﹤0.01%
24,585
+1,845
2835
$371K ﹤0.01%
16,541
-290
2836
$371K ﹤0.01%
10,641
-12,149
2837
$371K ﹤0.01%
35,107
-943
2838
$370K ﹤0.01%
46,963
-4,894
2839
$370K ﹤0.01%
2,195
-3,561
2840
$370K ﹤0.01%
5,766
-807
2841
$370K ﹤0.01%
11,250
+3,100
2842
$370K ﹤0.01%
3,317
-21
2843
$369K ﹤0.01%
7,159
+216
2844
$368K ﹤0.01%
7,130
+121
2845
$368K ﹤0.01%
243,426
-18,003
2846
$367K ﹤0.01%
4,016
-2,311
2847
$366K ﹤0.01%
18,196
+853
2848
$366K ﹤0.01%
+56,614
2849
$366K ﹤0.01%
23,982
+5,363
2850
$366K ﹤0.01%
261,132
-6,304
112 113
114
115 116