We are live on ! Find out more
Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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 4.08%
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
3726
– –
-10,038
3727
– –
-35,391
3728
– –
-8,636
3729
– –
-10,064
3730
– –
-30,257
3731
– –
-16,208
3732
– –
-3,840
3733
– –
-11,773
3734
– –
-3,877
3735
– –
-7,500
3736
– –
-7,262
3737
– –
-24,543
3738
– –
-20,279
3739
– –
-20,047
3740
– –
-15,352
3741
– –
-7,255
3742
– –
-17,105
3743
– –
-3,528
3744
– –
-4,885
3745
– –
-6,473
3746
– –
-9,312
3747
– –
-11,142
3748
– –
-13,936
3749
– –
-12,431
3750
– –
-12,793
148 149
150
151 152