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
2851
$365K ﹤0.01%
14,683
-2,437
2852
$365K ﹤0.01%
5,178
+740
2853
$364K ﹤0.01%
24,223
+4,275
2854
$364K ﹤0.01%
108,359
+24,559
2855
$364K ﹤0.01%
7,907
+3
2856
$364K ﹤0.01%
18,426
-4,068
2857
$364K ﹤0.01%
+3,755
2858
$364K ﹤0.01%
8,010
+1,789
2859
$363K ﹤0.01%
62,872
+2,918
2860
$363K ﹤0.01%
13,982
+1,612
2861
$363K ﹤0.01%
29,534
-1,472
2862
$363K ﹤0.01%
5,270
-450
2863
$362K ﹤0.01%
9,092
+477
2864
$362K ﹤0.01%
4,565
2865
$362K ﹤0.01%
9,288
+2,998
2866
$361K ﹤0.01%
13,208
-16,590
2867
$361K ﹤0.01%
4,005
-8,545
2868
$361K ﹤0.01%
5,937
+1,828
2869
$360K ﹤0.01%
22,949
+10,502
2870
$359K ﹤0.01%
5,654
+112
2871
$359K ﹤0.01%
117,041
+24,240
2872
$359K ﹤0.01%
40,555
-4,519
2873
$359K ﹤0.01%
11,050
-977
2874
$358K ﹤0.01%
7,665
+2,480
2875
$358K ﹤0.01%
14,057
-443
113 114
115
116 117