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
3251
$234K ﹤0.01%
+3,491
3252
$234K ﹤0.01%
7,930
-2,176
3253
$234K ﹤0.01%
8,630
+699
3254
$233K ﹤0.01%
1,442
+66
3255
$232K ﹤0.01%
11,701
+417
3256
$232K ﹤0.01%
3,396
-289
3257
$231K ﹤0.01%
2,761
+556
3258
$231K ﹤0.01%
15,494
-4,961
3259
$231K ﹤0.01%
114,271
-9,009
3260
$231K ﹤0.01%
7,623
-500
3261
$231K ﹤0.01%
14,038
+483
3262
$230K ﹤0.01%
10,039
3263
$230K ﹤0.01%
5,896
-140
3264
$230K ﹤0.01%
+8,751
3265
$230K ﹤0.01%
+19,678
3266
$229K ﹤0.01%
1,517
+10
3267
$229K ﹤0.01%
4,166
-417
3268
$229K ﹤0.01%
11,490
-199
3269
$229K ﹤0.01%
+7,146
3270
$229K ﹤0.01%
6,305
-1,311
3271
$229K ﹤0.01%
+10,186
3272
$228K ﹤0.01%
2,588
+113
3273
$228K ﹤0.01%
19,663
-9,448
3274
$228K ﹤0.01%
+9,673
3275
$228K ﹤0.01%
19,632
-4,117
129 130
131
132 133