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
2976
$320K ﹤0.01%
9,810
-2,006
2977
$320K ﹤0.01%
+18,883
2978
$320K ﹤0.01%
8,382
-987
2979
$319K ﹤0.01%
+13,001
2980
$319K ﹤0.01%
9,318
-6,203
2981
$319K ﹤0.01%
22,026
+5,916
2982
$319K ﹤0.01%
29,359
+13
2983
$319K ﹤0.01%
2,895
+2
2984
$318K ﹤0.01%
11,941
-2,634
2985
$318K ﹤0.01%
4,803
-557
2986
$317K ﹤0.01%
22,211
-339
2987
$317K ﹤0.01%
18,295
-2,246
2988
$317K ﹤0.01%
21,814
-2,983
2989
$317K ﹤0.01%
+5,582
2990
$316K ﹤0.01%
19,806
-19,299
2991
$316K ﹤0.01%
17,300
-8,949
2992
$314K ﹤0.01%
20,595
+6,505
2993
$314K ﹤0.01%
2,505
+88
2994
$313K ﹤0.01%
1,526
+44
2995
$313K ﹤0.01%
7,794
+153
2996
$313K ﹤0.01%
15,540
+1,464
2997
$313K ﹤0.01%
7,592
-3,298
2998
$313K ﹤0.01%
14,820
-33,714
2999
$312K ﹤0.01%
15,478
-1,573
3000
$311K ﹤0.01%
16,985
-2,255
118 119
120
121 122