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
2926
$336K ﹤0.01%
12,164
-726
2927
$336K ﹤0.01%
7,313
-3,387
2928
$336K ﹤0.01%
+21,210
2929
$334K ﹤0.01%
8,475
-1,801
2930
$334K ﹤0.01%
6,609
-73
2931
$334K ﹤0.01%
14,450
+1,994
2932
$333K ﹤0.01%
57,006
-590
2933
$333K ﹤0.01%
17,677
-8,308
2934
$332K ﹤0.01%
2,653
+1
2935
$332K ﹤0.01%
23,909
+8,330
2936
$331K ﹤0.01%
65,255
+1,293
2937
$331K ﹤0.01%
8,166
+215
2938
$330K ﹤0.01%
+13,856
2939
$330K ﹤0.01%
4,824
-1,169
2940
$330K ﹤0.01%
11,805
-629
2941
$330K ﹤0.01%
+4,247
2942
$329K ﹤0.01%
4,408
-325
2943
$329K ﹤0.01%
5,440
-533
2944
$329K ﹤0.01%
8,893
-27,030
2945
$329K ﹤0.01%
26,638
+4,220
2946
$328K ﹤0.01%
36,395
+8,889
2947
$328K ﹤0.01%
+10,621
2948
$328K ﹤0.01%
+17,465
2949
$328K ﹤0.01%
6,218
-29
2950
$328K ﹤0.01%
+7,911
116 117
118
119 120