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
3176
$256K ﹤0.01%
42,093
+8,547
3177
$256K ﹤0.01%
5,114
-534
3178
$256K ﹤0.01%
2,005
-1,036
3179
$256K ﹤0.01%
10,324
-2,701
3180
$256K ﹤0.01%
20,828
-2,386
3181
$255K ﹤0.01%
7,576
-65
3182
$255K ﹤0.01%
13,859
+414
3183
$254K ﹤0.01%
1,180
+14
3184
$254K ﹤0.01%
3,381
-61
3185
$254K ﹤0.01%
+31,718
3186
$254K ﹤0.01%
+11,273
3187
$253K ﹤0.01%
10,909
+39
3188
$253K ﹤0.01%
8,296
-4,554
3189
$253K ﹤0.01%
21,259
+1,941
3190
$253K ﹤0.01%
8,052
3191
$252K ﹤0.01%
14,130
-23,271
3192
$252K ﹤0.01%
7,834
-1,729
3193
$252K ﹤0.01%
26,102
+3,422
3194
$252K ﹤0.01%
3,721
-187
3195
$252K ﹤0.01%
19,935
-962
3196
$251K ﹤0.01%
4,431
+300
3197
$251K ﹤0.01%
693
-45
3198
$251K ﹤0.01%
5,819
-1,110
3199
$251K ﹤0.01%
33,325
-5,719
3200
$250K ﹤0.01%
7,813
-340
126 127
128
129 130