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
3776
-2,460
3777
-20,602
3778
-26,708
3779
-3,792
3780
-21,744
3781
-10,675
3782
-10,332
3783
-5,642
3784
-8,080
3785
-6,553
3786
-20,362
3787
-12,311
3788
-2,341
3789
-5,534
3790
-12,628
3791
-4,929
3792
-14,825
3793
-2,863
3794
-4,138
3795
-12,286
3796
-4,188
3797
-130,801
3798
-11,263
3799
-10,312
3800
-1,384