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
3751
– –
-17,615
3752
– –
-11,196
3753
– –
-22,545
3754
– –
-7,532
3755
– –
-12,446
3756
– –
-7,603
3757
– –
-34,235
3758
– –
-28,396
3759
– –
-13,395
3760
– –
-5,872
3761
– –
-21,758
3762
– –
-74,132
3763
– –
-2,460
3764
– –
-20,602
3765
– –
-26,708
3766
– –
-3,792
3767
– –
-21,744
3768
– –
-10,675
3769
– –
-10,332
3770
– –
-5,642
3771
– –
-8,080
3772
– –
-6,553
3773
– –
-20,362
3774
– –
-5,534
3775
– –
-12,628
149 150
151
152 153