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
351
$23.9M 0.06%
253,374
+2,225
352
$23.8M 0.05%
71,329
-7,527
353
$23.7M 0.05%
1,029,338
+156,056
354
$23.7M 0.05%
270,624
-23,992
355
$23.7M 0.05%
209,876
+7,948
356
$23.6M 0.05%
622,492
-303
357
$23.5M 0.05%
574,908
+17,052
358
$23.3M 0.05%
587,881
-8,774
359
$23.3M 0.05%
261,065
-50,174
360
$23.2M 0.05%
464,631
+57,130
361
$23.1M 0.05%
944,916
+194,912
362
$23M 0.05%
73,767
-9,061
363
$22.8M 0.05%
322,102
+11,746
364
$22.8M 0.05%
295,984
+8,399
365
$22.8M 0.05%
548,206
-26,477
366
$22.7M 0.05%
449,394
-34,759
367
$22.6M 0.05%
629,238
+42,305
368
$22.6M 0.05%
152,681
-15,745
369
$22.5M 0.05%
51,244
+2,231
370
$22.4M 0.05%
27,178
+1,300
371
$22.3M 0.05%
114,913
+3,464
372
$22.3M 0.05%
720,468
-66,662
373
$22.1M 0.05%
300,173
+2,194
374
$22.1M 0.05%
1,760,176
-88,234
375
$22M 0.05%
372,970
-34,874
13 14
15
16 17