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
3576
$47.9K ﹤0.01%
16,298
-18,601
3577
$47K ﹤0.01%
33,350
3578
$46.4K ﹤0.01%
+10,173
3579
$45.4K ﹤0.01%
10,440
-2,619
3580
$44.9K ﹤0.01%
19,195
+3,000
3581
$44.8K ﹤0.01%
20,372
-2,784
3582
$42.1K ﹤0.01%
+10,011
3583
$41.6K ﹤0.01%
30,360
-11,157
3584
$41.4K ﹤0.01%
18,387
+5,672
3585
$40.8K ﹤0.01%
1,792
+1,341
3586
$39.7K ﹤0.01%
23,328
-1,500
3587
$39.4K ﹤0.01%
22,765
+9,890
3588
$38.9K ﹤0.01%
12,200
3589
$38.7K ﹤0.01%
12,607
+2,505
3590
$37.7K ﹤0.01%
17,626
+177
3591
$37.7K ﹤0.01%
258,001
-152
3592
$37.3K ﹤0.01%
10,043
3593
$36.7K ﹤0.01%
31,625
+20,000
3594
$34.6K ﹤0.01%
15,601
3595
$34.5K ﹤0.01%
15,529
+9
3596
$34.3K ﹤0.01%
13,186
3597
$33K ﹤0.01%
28,174
+3,143
3598
$32.8K ﹤0.01%
52,859
+25,600
3599
$30.5K ﹤0.01%
12,450
-7,099
3600
$29.6K ﹤0.01%
+18,069
142 143
144
145 146