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
3476
$117K ﹤0.01%
26,070
3477
$117K ﹤0.01%
11,400
-1,000
3478
$115K ﹤0.01%
20,161
+4,769
3479
$114K ﹤0.01%
18,000
3480
$113K ﹤0.01%
10,086
-112
3481
$113K ﹤0.01%
12,593
+2,177
3482
$113K ﹤0.01%
20,908
3483
$111K ﹤0.01%
45,506
3484
$111K ﹤0.01%
41,584
+11,114
3485
$111K ﹤0.01%
+17,055
3486
$109K ﹤0.01%
46,862
+17,420
3487
$109K ﹤0.01%
10,434
-1,827
3488
$107K ﹤0.01%
14,154
-277
3489
$107K ﹤0.01%
16,003
-498
3490
$106K ﹤0.01%
+10,810
3491
$106K ﹤0.01%
2,610
+149
3492
$105K ﹤0.01%
4,749
+219
3493
$105K ﹤0.01%
+18,613
3494
$103K ﹤0.01%
11,255
-2,000
3495
$101K ﹤0.01%
+31,392
3496
$101K ﹤0.01%
15,000
3497
$101K ﹤0.01%
11,769
3498
$99.4K ﹤0.01%
18,213
-2,470
3499
$98.3K ﹤0.01%
27,093
+86
3500
$96.6K ﹤0.01%
+17,590
138 139
140
141 142