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
3151
$263K ﹤0.01%
11,561
+2,712
3152
$262K ﹤0.01%
83
+1
3153
$262K ﹤0.01%
10,097
3154
$262K ﹤0.01%
+11,280
3155
$262K ﹤0.01%
31,347
+428
3156
$262K ﹤0.01%
5,755
3157
$261K ﹤0.01%
11,057
-1,285
3158
$261K ﹤0.01%
+18,673
3159
$261K ﹤0.01%
5,343
+371
3160
$261K ﹤0.01%
4,459
-204
3161
$260K ﹤0.01%
34,565
+2,455
3162
$260K ﹤0.01%
24,074
+1,938
3163
$260K ﹤0.01%
26,883
3164
$259K ﹤0.01%
+11,906
3165
$259K ﹤0.01%
+7,146
3166
$259K ﹤0.01%
9,863
-1,280
3167
$259K ﹤0.01%
20,202
+2,900
3168
$258K ﹤0.01%
16,366
-580
3169
$258K ﹤0.01%
155,546
+368
3170
$258K ﹤0.01%
7,165
-171
3171
$257K ﹤0.01%
7,027
3172
$257K ﹤0.01%
4,287
3173
$257K ﹤0.01%
13,465
-10,585
3174
$257K ﹤0.01%
+2,607
3175
$257K ﹤0.01%
4,327
+14
125 126
127
128 129