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
276
$30.7M 0.07%
501,246
-21,307
277
$30.6M 0.07%
130,245
-13,869
278
$30.6M 0.07%
89,948
+2,220
279
$30.5M 0.07%
361,087
-1,850
280
$30.5M 0.07%
259,941
+5,699
281
$30.4M 0.07%
1,230,348
-65,640
282
$30.2M 0.07%
283,820
+5,850
283
$30.2M 0.07%
274,022
+34,256
284
$30M 0.07%
381,585
-25,667
285
$29.7M 0.07%
7,502
+261
286
$29.7M 0.07%
676,468
-17,650
287
$29.6M 0.07%
907,766
+130,812
288
$29.5M 0.07%
901,201
-268,876
289
$29.2M 0.07%
197,455
-933
290
$29.2M 0.07%
221,043
+15,396
291
$28.9M 0.07%
505,493
-29,520
292
$28.9M 0.07%
65,024
-2,595
293
$28.8M 0.07%
390,255
-2,644
294
$28.7M 0.07%
967,592
-222,904
295
$28.5M 0.07%
394,702
+6,475
296
$28.4M 0.07%
1,105,442
+274,987
297
$28.4M 0.07%
798,636
+58,545
298
$28.4M 0.07%
1,428,295
+8,078
299
$28.4M 0.07%
567,046
+117,915
300
$28.2M 0.07%
777,858
-31,648
10 11
12
13 14