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
3601
$29K ﹤0.01%
14,237
-9,022
3602
$28.7K ﹤0.01%
16,766
+1,012
3603
$28.2K ﹤0.01%
50,714
+13,855
3604
$27.3K ﹤0.01%
20,689
+3,262
3605
$25.6K ﹤0.01%
20,982
-5,700
3606
$25.5K ﹤0.01%
+11,528
3607
$25K ﹤0.01%
10,948
-630
3608
$24.9K ﹤0.01%
14,127
3609
$24.5K ﹤0.01%
3,935
+555
3610
$24.2K ﹤0.01%
16,145
3611
$24K ﹤0.01%
+11,779
3612
$23.6K ﹤0.01%
2,955
+1,020
3613
$23.4K ﹤0.01%
+21,234
3614
$23.2K ﹤0.01%
21,868
3615
$22.9K ﹤0.01%
13,381
-1,773
3616
$22.9K ﹤0.01%
13,769
+525
3617
$22.7K ﹤0.01%
18,471
+554
3618
$22.5K ﹤0.01%
13,863
-2,642
3619
$22.4K ﹤0.01%
13,021
+3,021
3620
$21.2K ﹤0.01%
+12,943
3621
$21.1K ﹤0.01%
11,200
3622
$20.1K ﹤0.01%
+8
3623
$19.5K ﹤0.01%
23,251
+6,250
3624
$19K ﹤0.01%
28,440
-1,255
3625
$17.6K ﹤0.01%
2,056
+101
143 144
145
146 147