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
3676
-29,149
3677
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3678
-26,900
3679
-24,455
3680
-10,000
3681
-24,000
3682
-48,377
3683
-7,500
3684
-18,735
3685
-11,559
3686
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3687
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3688
-22,877
3689
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3690
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3691
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3692
-1,615
3693
-21,416
3694
-62,578
3695
-893
3696
-11,175
3697
-1,687
3698
-17,055
3699
-35,263
3700
-3,857