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
3351
$203K ﹤0.01%
20,273
-102
3352
$203K ﹤0.01%
2,964
+29
3353
$202K ﹤0.01%
19,704
-122
3354
$202K ﹤0.01%
13,891
-156
3355
$201K ﹤0.01%
+10,772
3356
$200K ﹤0.01%
+3,676
3357
$200K ﹤0.01%
+14,573
3358
$200K ﹤0.01%
30,628
+3,610
3359
$199K ﹤0.01%
28,754
-171
3360
$199K ﹤0.01%
97,170
+22,317
3361
$199K ﹤0.01%
38,509
3362
$198K ﹤0.01%
11,002
+195
3363
$197K ﹤0.01%
14,805
+601
3364
$197K ﹤0.01%
179,374
+34,138
3365
$197K ﹤0.01%
24,006
-21,984
3366
$197K ﹤0.01%
11,814
-1,065
3367
$195K ﹤0.01%
24,336
+7,310
3368
$195K ﹤0.01%
11,912
+1,613
3369
$194K ﹤0.01%
24,807
-14,626
3370
$193K ﹤0.01%
19,218
+8,776
3371
$193K ﹤0.01%
12,743
-2,892
3372
$193K ﹤0.01%
23,214
3373
$191K ﹤0.01%
10,252
+827
3374
$190K ﹤0.01%
+17,938
3375
$189K ﹤0.01%
+11,110
133 134
135
136 137