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
3126
$268K ﹤0.01%
11,895
-1,946
3127
$268K ﹤0.01%
8,481
+73
3128
$268K ﹤0.01%
10,135
-353
3129
$268K ﹤0.01%
4,216
+152
3130
$268K ﹤0.01%
4,264
-51
3131
$268K ﹤0.01%
+4,176
3132
$267K ﹤0.01%
8,213
-1,092
3133
$267K ﹤0.01%
+10,402
3134
$267K ﹤0.01%
5,301
-5,180
3135
$267K ﹤0.01%
223
-21
3136
$266K ﹤0.01%
118,443
-122
3137
$266K ﹤0.01%
2,191
-48
3138
$266K ﹤0.01%
2,407
+238
3139
$266K ﹤0.01%
9,162
-3,960
3140
$266K ﹤0.01%
35,616
-205
3141
$266K ﹤0.01%
50,300
3142
$266K ﹤0.01%
2,661
-7,331
3143
$265K ﹤0.01%
16,253
+45
3144
$265K ﹤0.01%
16,934
+666
3145
$265K ﹤0.01%
+4,625
3146
$265K ﹤0.01%
23,666
-22,221
3147
$264K ﹤0.01%
2,328
-119
3148
$264K ﹤0.01%
6,167
3149
$264K ﹤0.01%
16,869
+3,334
3150
$263K ﹤0.01%
3,977
+161
124 125
126
127 128