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
2951
$328K ﹤0.01%
5,357
-23
2952
$327K ﹤0.01%
9,395
+834
2953
$326K ﹤0.01%
15,510
-3,059
2954
$326K ﹤0.01%
8,480
+716
2955
$326K ﹤0.01%
10,895
-3,674
2956
$326K ﹤0.01%
30,844
+2,679
2957
$325K ﹤0.01%
12,034
-29,226
2958
$325K ﹤0.01%
179
+1
2959
$325K ﹤0.01%
1,805
+894
2960
$325K ﹤0.01%
54,050
+1,242
2961
$325K ﹤0.01%
5,171
-2,299
2962
$324K ﹤0.01%
12,454
-15,610
2963
$324K ﹤0.01%
5,832
+8
2964
$324K ﹤0.01%
3,836
-199
2965
$324K ﹤0.01%
+6,447
2966
$323K ﹤0.01%
9,258
-1,623
2967
$323K ﹤0.01%
40,948
-1,380
2968
$323K ﹤0.01%
22,381
-763
2969
$322K ﹤0.01%
3,117
+85
2970
$322K ﹤0.01%
10,907
-766
2971
$322K ﹤0.01%
2,257
-66
2972
$322K ﹤0.01%
3,038
+109
2973
$322K ﹤0.01%
7,701
+141
2974
$321K ﹤0.01%
21,441
+4,502
2975
$320K ﹤0.01%
14,885
+2,139
117 118
119
120 121