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
326
$25.3M 0.06%
24,692
+1,341
327
$25.1M 0.06%
591,700
-46,420
328
$25.1M 0.06%
83,851
-8,830
329
$25.1M 0.06%
244,062
+18,544
330
$25M 0.06%
542,302
+264,782
331
$24.9M 0.06%
498,792
+493,011
332
$24.9M 0.06%
935,476
+118,715
333
$24.8M 0.06%
557,939
+426,114
334
$24.7M 0.06%
919,068
+200,221
335
$24.6M 0.06%
914,999
+594,834
336
$24.6M 0.06%
980,892
+30,243
337
$24.6M 0.06%
525,872
+11,411
338
$24.6M 0.06%
48,575
+3,451
339
$24.5M 0.06%
529,789
+98,402
340
$24.5M 0.06%
558,644
+24,219
341
$24.5M 0.06%
964,072
+24,259
342
$24.5M 0.06%
471,716
+43,701
343
$24.4M 0.06%
433,269
+42,181
344
$24.4M 0.06%
52,013
+1,146
345
$24.3M 0.06%
474,397
+208,937
346
$24.3M 0.06%
936,006
-40,308
347
$24.3M 0.06%
865,699
-177,539
348
$24.3M 0.06%
377,438
+42,483
349
$24.2M 0.06%
422,929
+25,594
350
$24M 0.06%
422,477
-2,054
12 13
14
15 16