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
3026
$301K ﹤0.01%
3,204
-507
3027
$300K ﹤0.01%
4,514
-1,002
3028
$300K ﹤0.01%
4,218
-97
3029
$300K ﹤0.01%
6,392
-1,032
3030
$300K ﹤0.01%
10,320
-10,296
3031
$300K ﹤0.01%
14,427
+3,509
3032
$299K ﹤0.01%
12,796
+1,847
3033
$299K ﹤0.01%
7,734
-723
3034
$298K ﹤0.01%
40,492
-2,692
3035
$298K ﹤0.01%
12,016
-338
3036
$298K ﹤0.01%
6,072
+850
3037
$297K ﹤0.01%
6,363
+134
3038
$296K ﹤0.01%
33,726
+3,983
3039
$296K ﹤0.01%
19,573
+500
3040
$296K ﹤0.01%
3,739
-811
3041
$295K ﹤0.01%
11,574
-74
3042
$295K ﹤0.01%
6,938
-3,961
3043
$294K ﹤0.01%
9,047
-8,630
3044
$294K ﹤0.01%
5,743
-337
3045
$294K ﹤0.01%
17,325
-1,323
3046
$294K ﹤0.01%
7,093
+163
3047
$294K ﹤0.01%
12,428
+73
3048
$293K ﹤0.01%
14,987
-2,080
3049
$293K ﹤0.01%
25,399
+545
3050
$293K ﹤0.01%
6,037
120 121
122
123 124