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
3051
$292K ﹤0.01%
4,425
-45
3052
$292K ﹤0.01%
4,512
-495
3053
$291K ﹤0.01%
8,626
+193
3054
$291K ﹤0.01%
+167,473
3055
$291K ﹤0.01%
12,603
-3,001
3056
$291K ﹤0.01%
1,584
+449
3057
$290K ﹤0.01%
3,800
-911
3058
$290K ﹤0.01%
3,911
+87
3059
$290K ﹤0.01%
108,535
-9,046
3060
$290K ﹤0.01%
33,403
-7,456
3061
$290K ﹤0.01%
10,450
-1,460
3062
$289K ﹤0.01%
11,263
-783
3063
$288K ﹤0.01%
+19,228
3064
$288K ﹤0.01%
+14,598
3065
$288K ﹤0.01%
29,766
-2,843
3066
$288K ﹤0.01%
4,970
-260
3067
$288K ﹤0.01%
5,096
-371
3068
$287K ﹤0.01%
5,483
-37
3069
$287K ﹤0.01%
4,164
+116
3070
$287K ﹤0.01%
19,143
+5
3071
$287K ﹤0.01%
6,961
-239
3072
$286K ﹤0.01%
55,738
+9,913
3073
$286K ﹤0.01%
10,336
+970
3074
$286K ﹤0.01%
2,119
-167
3075
$286K ﹤0.01%
23,362
-20,201
121 122
123
124 125