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
3451
$133K ﹤0.01%
11,484
+49
3452
$132K ﹤0.01%
29,487
+16,301
3453
$131K ﹤0.01%
13,320
-520
3454
$130K ﹤0.01%
23,773
+7,599
3455
$130K ﹤0.01%
+11,168
3456
$128K ﹤0.01%
15,708
-1,164
3457
$128K ﹤0.01%
11,299
-2,822
3458
$126K ﹤0.01%
10,323
-2,761
3459
$126K ﹤0.01%
22,787
+21
3460
$126K ﹤0.01%
10,452
3461
$126K ﹤0.01%
12,659
-423
3462
$124K ﹤0.01%
25,447
-42,284
3463
$124K ﹤0.01%
17,818
-2,195
3464
$124K ﹤0.01%
20,890
-44,331
3465
$124K ﹤0.01%
+10,251
3466
$121K ﹤0.01%
12,387
-5,412
3467
$120K ﹤0.01%
41,252
+22,054
3468
$120K ﹤0.01%
20,483
+7,599
3469
$119K ﹤0.01%
3,900
3470
$119K ﹤0.01%
28,119
+4,005
3471
$119K ﹤0.01%
16,839
-37
3472
$119K ﹤0.01%
14,122
+941
3473
$119K ﹤0.01%
22,705
+1,473
3474
$118K ﹤0.01%
19,292
+54
3475
$118K ﹤0.01%
39,883
+23,318
137 138
139
140 141