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
3326
$210K ﹤0.01%
+10,834
3327
$210K ﹤0.01%
5,618
-123
3328
$209K ﹤0.01%
10,766
+2,289
3329
$209K ﹤0.01%
4,246
-456
3330
$209K ﹤0.01%
1,738
-24
3331
$208K ﹤0.01%
+9,726
3332
$207K ﹤0.01%
+2,698
3333
$207K ﹤0.01%
4,505
+129
3334
$207K ﹤0.01%
+7,290
3335
$207K ﹤0.01%
+8,267
3336
$207K ﹤0.01%
+3,128
3337
$207K ﹤0.01%
7,935
3338
$206K ﹤0.01%
3,416
-167
3339
$206K ﹤0.01%
+9,891
3340
$206K ﹤0.01%
+6,966
3341
$206K ﹤0.01%
29,928
+3,494
3342
$206K ﹤0.01%
+3,631
3343
$205K ﹤0.01%
16,603
+3,740
3344
$205K ﹤0.01%
114,999
-10,984
3345
$205K ﹤0.01%
+2,325
3346
$204K ﹤0.01%
+5,956
3347
$204K ﹤0.01%
+5,088
3348
$204K ﹤0.01%
+971
3349
$204K ﹤0.01%
1,668
-168
3350
$203K ﹤0.01%
+6,543
132 133
134
135 136