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
301
$28.2M 0.06%
449,817
+136,355
302
$28.1M 0.06%
343,240
+67,490
303
$28.1M 0.06%
946,360
+307,834
304
$27.9M 0.06%
726,592
+58,404
305
$27.9M 0.06%
1,215,835
+133,123
306
$27.7M 0.06%
51,084
-8,904
307
$27.7M 0.06%
95,305
-1,234
308
$27.6M 0.06%
1,438,010
-196,682
309
$27.5M 0.06%
296,635
+9,872
310
$27.4M 0.06%
924,896
+91,128
311
$27.4M 0.06%
197,975
-11,014
312
$27.3M 0.06%
780,442
+58,752
313
$27.2M 0.06%
105,244
-14,663
314
$26.8M 0.06%
329,229
+6,195
315
$26.5M 0.06%
280,764
-11,516
316
$26.1M 0.06%
901,468
+95,189
317
$26.1M 0.06%
1,475,749
+317,921
318
$25.9M 0.06%
135,709
+5,686
319
$25.9M 0.06%
407,351
-61,801
320
$25.8M 0.06%
930,001
+99,881
321
$25.4M 0.06%
543,198
+158,465
322
$25.4M 0.06%
184,183
+101,519
323
$25.4M 0.06%
58,248
-2,326
324
$25.4M 0.06%
445,787
+6,492
325
$25.3M 0.06%
229,476
+34,381
11 12
13
14 15