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
3551
$64.3K ﹤0.01%
11,530
-57,720
3552
$64.3K ﹤0.01%
15,162
+11
3553
$64.3K ﹤0.01%
13,916
-12,901
3554
$62.8K ﹤0.01%
11,825
-7,049
3555
$61.8K ﹤0.01%
11,529
-173
3556
$61K ﹤0.01%
20,130
-10,486
3557
$60.9K ﹤0.01%
+19,763
3558
$60.4K ﹤0.01%
24,446
-185
3559
$60.3K ﹤0.01%
+21,315
3560
$59.9K ﹤0.01%
11,240
-4,815
3561
$59.8K ﹤0.01%
18,698
-911
3562
$59.6K ﹤0.01%
27,716
+3,359
3563
$59.5K ﹤0.01%
17,977
3564
$59K ﹤0.01%
20,621
+2,104
3565
$58.9K ﹤0.01%
10,833
-3,555
3566
$58.1K ﹤0.01%
2,600
+158
3567
$54.1K ﹤0.01%
+16,346
3568
$53.5K ﹤0.01%
94
3569
$53.4K ﹤0.01%
12,000
-2,450
3570
$52.9K ﹤0.01%
15,109
+1,602
3571
$52.9K ﹤0.01%
13,251
-467
3572
$52.9K ﹤0.01%
19,290
-45
3573
$52.6K ﹤0.01%
+19,600
3574
$51.7K ﹤0.01%
13,290
3575
$50.9K ﹤0.01%
+12,945
141 142
143
144 145