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
3001
$311K ﹤0.01%
8,270
+89
3002
$310K ﹤0.01%
8,776
-12,059
3003
$310K ﹤0.01%
18,006
-194
3004
$310K ﹤0.01%
7,222
-941
3005
$309K ﹤0.01%
5,408
-1,080
3006
$309K ﹤0.01%
11,678
-548
3007
$309K ﹤0.01%
49,359
+10,396
3008
$308K ﹤0.01%
9,376
-365
3009
$308K ﹤0.01%
43,785
+1,278
3010
$308K ﹤0.01%
80,782
-9,990
3011
$308K ﹤0.01%
15,456
-898
3012
$307K ﹤0.01%
+8,311
3013
$307K ﹤0.01%
16,121
+1,964
3014
$307K ﹤0.01%
3,736
+92
3015
$307K ﹤0.01%
15,341
-1,615
3016
$307K ﹤0.01%
8,452
-1,056
3017
$307K ﹤0.01%
7,525
+85
3018
$307K ﹤0.01%
5,657
+269
3019
$306K ﹤0.01%
13,573
-580
3020
$306K ﹤0.01%
6,364
-479
3021
$304K ﹤0.01%
15,032
+1,242
3022
$303K ﹤0.01%
4,077
-315
3023
$302K ﹤0.01%
+7,543
3024
$301K ﹤0.01%
36,469
-759
3025
$301K ﹤0.01%
12,753
+2,151
119 120
121
122 123