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
3426
$155K ﹤0.01%
+11,353
3427
$154K ﹤0.01%
32,051
+15,393
3428
$154K ﹤0.01%
+14,551
3429
$153K ﹤0.01%
15,661
+1
3430
$153K ﹤0.01%
13,771
-1,465
3431
$152K ﹤0.01%
13,745
3432
$152K ﹤0.01%
16,661
+1,113
3433
$149K ﹤0.01%
10,629
-3,480
3434
$145K ﹤0.01%
13,311
-168
3435
$145K ﹤0.01%
26,165
+6,971
3436
$144K ﹤0.01%
28,318
+3,590
3437
$144K ﹤0.01%
+13,391
3438
$142K ﹤0.01%
18,929
-298
3439
$142K ﹤0.01%
84,375
+2,602
3440
$141K ﹤0.01%
11,242
-182
3441
$141K ﹤0.01%
15,699
+646
3442
$141K ﹤0.01%
12,096
-300
3443
$140K ﹤0.01%
59,935
+1,936
3444
$139K ﹤0.01%
11,294
+259
3445
$139K ﹤0.01%
14,960
+1,743
3446
$137K ﹤0.01%
+10,290
3447
$135K ﹤0.01%
18,802
+112
3448
$134K ﹤0.01%
21,959
3449
$134K ﹤0.01%
30,390
+19,185
3450
$133K ﹤0.01%
22,314
-300
136 137
138
139 140