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
3751
-2,225
3752
-11,118
3753
-9,829
3754
-16,503
3755
-39,742
3756
-10,038
3757
-3,528
3758
-4,885
3759
-6,473
3760
-9,312
3761
-5,038
3762
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3763
-13,936
3764
-12,431
3765
-12,793
3766
-17,615
3767
-11,196
3768
-22,545
3769
-29,999
3770
-34,235
3771
-28,396
3772
-13,395
3773
-5,872
3774
-21,758
3775
-74,132