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
3676
-38,416
3677
-37,145
3678
-29,149
3679
-4,209
3680
-26,900
3681
-24,455
3682
-10,000
3683
-24,000
3684
-48,377
3685
-22,877
3686
-11,559
3687
-8,674
3688
-23,288
3689
-10,766
3690
-1,615
3691
-21,416
3692
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3693
-11,175
3694
-1,687
3695
-17,055
3696
-35,263
3697
-3,857
3698
-7,267
3699
-2,434
3700
-55,246