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
3076
$286K ﹤0.01%
5,655
-3,326
3077
$286K ﹤0.01%
+11,882
3078
$285K ﹤0.01%
5,565
-343
3079
$284K ﹤0.01%
5,922
-4,654
3080
$283K ﹤0.01%
5,188
+813
3081
$283K ﹤0.01%
12,234
-1,100
3082
$282K ﹤0.01%
8,887
-4,344
3083
$282K ﹤0.01%
47,569
+1,926
3084
$281K ﹤0.01%
2,510
-314
3085
$281K ﹤0.01%
12,659
-1,310
3086
$280K ﹤0.01%
21,882
-335
3087
$279K ﹤0.01%
+11,058
3088
$278K ﹤0.01%
39,878
+2,552
3089
$278K ﹤0.01%
7,467
+1,587
3090
$278K ﹤0.01%
26,677
3091
$277K ﹤0.01%
3,825
+87
3092
$276K ﹤0.01%
4,148
-1,659
3093
$276K ﹤0.01%
4,070
-62
3094
$276K ﹤0.01%
1,197
+40
3095
$275K ﹤0.01%
12,426
-1,083
3096
$275K ﹤0.01%
15,977
-208
3097
$275K ﹤0.01%
18,542
-2,420
3098
$274K ﹤0.01%
3,672
-3,725
3099
$274K ﹤0.01%
8,240
+148
3100
$274K ﹤0.01%
12,562
-1,897
122 123
124
125 126