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
2901
$350K ﹤0.01%
504,764
+14,023
2902
$350K ﹤0.01%
3,841
+11
2903
$349K ﹤0.01%
11,212
+341
2904
$349K ﹤0.01%
11,379
+2,134
2905
$349K ﹤0.01%
8,766
-858
2906
$348K ﹤0.01%
43,323
+542
2907
$347K ﹤0.01%
14,878
-2,366
2908
$347K ﹤0.01%
10,844
-41
2909
$346K ﹤0.01%
14,791
-2,908
2910
$346K ﹤0.01%
6,084
-1,208
2911
$346K ﹤0.01%
9,443
-1,874
2912
$346K ﹤0.01%
7,686
+1,047
2913
$346K ﹤0.01%
4,479
+45
2914
$344K ﹤0.01%
17,274
-3,605
2915
$344K ﹤0.01%
5,077
+1,454
2916
$342K ﹤0.01%
1,878
-804
2917
$342K ﹤0.01%
11,532
+1,337
2918
$341K ﹤0.01%
3,211
-38
2919
$340K ﹤0.01%
7,672
+814
2920
$339K ﹤0.01%
15,518
-286
2921
$339K ﹤0.01%
2,507
-381
2922
$338K ﹤0.01%
4,042
-227
2923
$338K ﹤0.01%
21,399
+2,914
2924
$337K ﹤0.01%
2,415
-613
2925
$337K ﹤0.01%
11,443
-843
115 116
117
118 119