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
3201
$250K ﹤0.01%
19,180
-735
3202
$250K ﹤0.01%
93,970
+65,045
3203
$250K ﹤0.01%
4,631
-105
3204
$250K ﹤0.01%
24,175
-1,198
3205
$249K ﹤0.01%
20,617
-8,473
3206
$249K ﹤0.01%
9,913
-1,086
3207
$249K ﹤0.01%
9,973
-135
3208
$248K ﹤0.01%
4,668
-49
3209
$248K ﹤0.01%
10,814
+1,814
3210
$248K ﹤0.01%
1,353
+35
3211
$248K ﹤0.01%
2,080
-379
3212
$248K ﹤0.01%
40,145
-3,156
3213
$247K ﹤0.01%
10,260
+166
3214
$247K ﹤0.01%
29,609
+2,511
3215
$247K ﹤0.01%
2,804
+3
3216
$247K ﹤0.01%
+8,316
3217
$247K ﹤0.01%
9,933
+462
3218
$247K ﹤0.01%
11,444
-141
3219
$246K ﹤0.01%
50,095
-35,026
3220
$246K ﹤0.01%
21,633
+2,090
3221
$245K ﹤0.01%
10,083
+44
3222
$245K ﹤0.01%
27,934
-20,271
3223
$245K ﹤0.01%
7,775
-1,800
3224
$245K ﹤0.01%
11,064
-2,223
3225
$244K ﹤0.01%
15,925
+3,029
127 128
129
130 131