Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$66.8M
2
+$50M
3
+$46.3M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$42.7M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$32.9M

Top Sells

1
+$162M
2
+$94.6M
3
+$67.7M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$33M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$30.3M

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
3501
$96.1K ﹤0.01%
28,425
-8,571
3502
$95.7K ﹤0.01%
19,889
-560
3503
$94.9K ﹤0.01%
14,943
-7,718
3504
$94.3K ﹤0.01%
27,096
3505
$93.1K ﹤0.01%
+13,999
3506
$93.1K ﹤0.01%
13,872
-465
3507
$93K ﹤0.01%
28,110
-1,250
3508
$92.3K ﹤0.01%
19,471
+9,029
3509
$91.7K ﹤0.01%
22,085
+250
3510
$90.7K ﹤0.01%
14,472
-704
3511
$89.9K ﹤0.01%
+40,500
3512
$89.9K ﹤0.01%
11,826
+176
3513
$89.5K ﹤0.01%
+11,852
3514
$88.9K ﹤0.01%
24,777
+697
3515
$88.8K ﹤0.01%
16,852
+1,153
3516
$88.1K ﹤0.01%
10,631
+154
3517
$87K ﹤0.01%
+10,500
3518
$86.7K ﹤0.01%
13,032
-52,304
3519
$85.9K ﹤0.01%
10,517
-4,353
3520
$85.9K ﹤0.01%
10,423
-932
3521
$85.7K ﹤0.01%
17,638
-2,573
3522
$85.3K ﹤0.01%
+16,208
3523
$84.6K ﹤0.01%
+15,517
3524
$84.1K ﹤0.01%
10,482
-1,900
3525
$83.9K ﹤0.01%
+10,103
139 140
141
142 143