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
3101
$274K ﹤0.01%
4,317
-250
3102
$274K ﹤0.01%
7,129
+88
3103
$274K ﹤0.01%
+10,640
3104
$274K ﹤0.01%
2,919
+553
3105
$274K ﹤0.01%
4,395
+45
3106
$274K ﹤0.01%
3,763
-1,004
3107
$274K ﹤0.01%
13,158
-152
3108
$273K ﹤0.01%
10,045
+1,829
3109
$273K ﹤0.01%
43,039
-2,697
3110
$273K ﹤0.01%
10,448
3111
$273K ﹤0.01%
1,617
-3,132
3112
$272K ﹤0.01%
62,610
+1,724
3113
$272K ﹤0.01%
5,020
-222
3114
$272K ﹤0.01%
2,335
-332
3115
$272K ﹤0.01%
5,547
+1,001
3116
$271K ﹤0.01%
10,020
-42,126
3117
$271K ﹤0.01%
4,733
-323
3118
$271K ﹤0.01%
10,896
+925
3119
$270K ﹤0.01%
+3,082
3120
$270K ﹤0.01%
9,244
-1,691
3121
$270K ﹤0.01%
+5,342
3122
$269K ﹤0.01%
+3,362
3123
$269K ﹤0.01%
1,634
+213
3124
$269K ﹤0.01%
+4,747
3125
$268K ﹤0.01%
+71,026
123 124
125
126 127