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
3301
$219K ﹤0.01%
2,144
-267
3302
$219K ﹤0.01%
2,391
-297
3303
$219K ﹤0.01%
+4,164
3304
$218K ﹤0.01%
+7,208
3305
$218K ﹤0.01%
44,779
+5,308
3306
$218K ﹤0.01%
4,039
-10,072
3307
$216K ﹤0.01%
+7,800
3308
$215K ﹤0.01%
5,094
-157
3309
$215K ﹤0.01%
3,135
-1,880
3310
$215K ﹤0.01%
4,926
+802
3311
$215K ﹤0.01%
29,885
-281
3312
$214K ﹤0.01%
60,901
+9,389
3313
$214K ﹤0.01%
3,950
+107
3314
$214K ﹤0.01%
+3,954
3315
$213K ﹤0.01%
1,727
-49
3316
$213K ﹤0.01%
15,114
+17
3317
$212K ﹤0.01%
+3,358
3318
$212K ﹤0.01%
13,330
+588
3319
$212K ﹤0.01%
1,176
+181
3320
$211K ﹤0.01%
2,868
-1,396
3321
$211K ﹤0.01%
7,763
3322
$211K ﹤0.01%
38,512
-2,222
3323
$211K ﹤0.01%
5,472
-2,085
3324
$210K ﹤0.01%
5,079
-255
3325
$210K ﹤0.01%
32,142
+3,302
131 132
133
134 135