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
3401
$169K ﹤0.01%
40,254
+6,254
3402
$169K ﹤0.01%
14,119
-1,587
3403
$168K ﹤0.01%
31,639
-360
3404
$167K ﹤0.01%
34,510
+3,215
3405
$166K ﹤0.01%
19,612
-2,512
3406
$165K ﹤0.01%
13,551
-626
3407
$164K ﹤0.01%
98,450
3408
$164K ﹤0.01%
39,766
+6,429
3409
$164K ﹤0.01%
14,849
+844
3410
$163K ﹤0.01%
22,220
-57,325
3411
$163K ﹤0.01%
34,605
+2,051
3412
$162K ﹤0.01%
11,834
-3,919
3413
$161K ﹤0.01%
15,682
-21
3414
$159K ﹤0.01%
23,217
-1,629
3415
$159K ﹤0.01%
13,089
-98
3416
$159K ﹤0.01%
44,281
-6,522
3417
$158K ﹤0.01%
13,322
+3
3418
$157K ﹤0.01%
30,250
+3,165
3419
$157K ﹤0.01%
95,188
-23,661
3420
$157K ﹤0.01%
17,035
-7,494
3421
$156K ﹤0.01%
+28,178
3422
$155K ﹤0.01%
43,930
+9,108
3423
$155K ﹤0.01%
11,854
+56
3424
$155K ﹤0.01%
16,367
-15,061
3425
$155K ﹤0.01%
48,244
-95
135 136
137
138 139