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
3651
$2.45K ﹤0.01%
18,634
-1,299
3652
$2K ﹤0.01%
+83
3653
$1.7K ﹤0.01%
14,505
+1
3654
$1.21K ﹤0.01%
16,500
3655
– –
-10,973
3656
– –
-18,534
3657
– –
-10,767
3658
– –
-32,038
3659
– –
-1,537
3660
– –
-11,638
3661
– –
-21,446
3662
– –
-4,110
3663
– –
-10,269
3664
– –
-11,299
3665
– –
-25,151
3666
– –
-5,727
3667
– –
-21,381
3668
– –
-9,890
3669
– –
-143,739
3670
– –
-10,625
3671
– –
-53,774
3672
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-294,509
3673
– –
-28,695
3674
– –
-27,346
3675
– –
-38,416
145 146
147
148 149