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
2876
$358K ﹤0.01%
32,403
+1,586
2877
$357K ﹤0.01%
4,728
+248
2878
$357K ﹤0.01%
55,678
-17,517
2879
$357K ﹤0.01%
62,488
+1,103
2880
$356K ﹤0.01%
16,283
+104
2881
$356K ﹤0.01%
29,692
2882
$356K ﹤0.01%
44,053
+7,729
2883
$356K ﹤0.01%
25,829
-1,336
2884
$356K ﹤0.01%
10,827
-592
2885
$356K ﹤0.01%
5,935
+2,094
2886
$355K ﹤0.01%
98,473
-905
2887
$354K ﹤0.01%
15,835
+520
2888
$353K ﹤0.01%
15,563
-1,974
2889
$353K ﹤0.01%
8,267
-4,779
2890
$353K ﹤0.01%
7,772
-348
2891
$353K ﹤0.01%
35,880
+1,592
2892
$353K ﹤0.01%
45,818
+9
2893
$351K ﹤0.01%
28,408
-801
2894
$351K ﹤0.01%
4,682
-3,550
2895
$351K ﹤0.01%
5,425
+335
2896
$350K ﹤0.01%
13,644
-2,153
2897
$350K ﹤0.01%
3,932
+15
2898
$350K ﹤0.01%
15,118
-1,957
2899
$350K ﹤0.01%
7,933
+199
2900
$350K ﹤0.01%
3,204
-46
114 115
116
117 118