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
3276
$228K ﹤0.01%
15,520
+57
3277
$228K ﹤0.01%
8,352
-427
3278
$227K ﹤0.01%
24,097
-6,947
3279
$227K ﹤0.01%
2,401
-598
3280
$227K ﹤0.01%
+5,474
3281
$226K ﹤0.01%
17,450
-7,140
3282
$226K ﹤0.01%
11,880
-112
3283
$226K ﹤0.01%
7,484
-1,523
3284
$225K ﹤0.01%
16,463
+919
3285
$225K ﹤0.01%
10,165
-925
3286
$224K ﹤0.01%
+8,773
3287
$224K ﹤0.01%
4,069
-4
3288
$223K ﹤0.01%
1,865
-1,216
3289
$223K ﹤0.01%
20,997
-21,761
3290
$223K ﹤0.01%
+3,262
3291
$222K ﹤0.01%
1,417
-1,210
3292
$222K ﹤0.01%
5,111
-681
3293
$222K ﹤0.01%
8,823
-2,250
3294
$221K ﹤0.01%
8,376
-681
3295
$221K ﹤0.01%
+7,552
3296
$220K ﹤0.01%
6,169
+64
3297
$219K ﹤0.01%
16,925
+93
3298
$219K ﹤0.01%
10,362
-1,957
3299
$219K ﹤0.01%
30,215
+635
3300
$219K ﹤0.01%
8,482
+18
130 131
132
133 134