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
3626
$17.6K ﹤0.01%
946
-707
3627
$16.1K ﹤0.01%
13,848
+2,753
3628
$15.9K ﹤0.01%
1,293
-114
3629
$15.1K ﹤0.01%
14,100
-11,586
3630
$14.6K ﹤0.01%
641
-70
3631
$13.9K ﹤0.01%
585
3632
$13.8K ﹤0.01%
721
+210
3633
$13.8K ﹤0.01%
216
+1
3634
$13.6K ﹤0.01%
519
-51
3635
$13.3K ﹤0.01%
968
-11
3636
$12.8K ﹤0.01%
+11,250
3637
$12.5K ﹤0.01%
+15,939
3638
$12.3K ﹤0.01%
28,497
-264
3639
$12.2K ﹤0.01%
13,972
3640
$11.3K ﹤0.01%
12,536
3641
$10.9K ﹤0.01%
452
+7
3642
$10.8K ﹤0.01%
482
+24
3643
$10.4K ﹤0.01%
18,628
3644
$10K ﹤0.01%
318
+11
3645
$8.27K ﹤0.01%
539
+93
3646
$6.8K ﹤0.01%
18,200
3647
$6.46K ﹤0.01%
20,800
3648
$4.12K ﹤0.01%
12,379
3649
$2.83K ﹤0.01%
118,910
3650
$2.56K ﹤0.01%
476
-8
144 145
146
147 148