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
3226
$243K ﹤0.01%
23,272
+6,177
3227
$243K ﹤0.01%
12,034
-13,772
3228
$243K ﹤0.01%
7,608
-1,453
3229
$242K ﹤0.01%
4,667
+196
3230
$242K ﹤0.01%
3,901
+386
3231
$242K ﹤0.01%
6,518
+213
3232
$242K ﹤0.01%
6,896
+1,293
3233
$241K ﹤0.01%
25,859
-2,080
3234
$241K ﹤0.01%
+4,633
3235
$240K ﹤0.01%
10,477
-793
3236
$240K ﹤0.01%
7,797
-7,786
3237
$240K ﹤0.01%
5,283
3238
$239K ﹤0.01%
7,079
-2,855
3239
$238K ﹤0.01%
6,990
-115
3240
$238K ﹤0.01%
+22,838
3241
$238K ﹤0.01%
+898
3242
$238K ﹤0.01%
2,721
-421
3243
$237K ﹤0.01%
5,263
3244
$236K ﹤0.01%
+9,124
3245
$236K ﹤0.01%
9,035
+659
3246
$235K ﹤0.01%
3,970
-318
3247
$235K ﹤0.01%
7,146
-6,303
3248
$235K ﹤0.01%
7,935
+110
3249
$235K ﹤0.01%
63,756
-10,075
3250
$235K ﹤0.01%
20,957
-4,824
128 129
130
131 132