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
376
$21.8M 0.05%
1,344,575
+54,211
377
$21.6M 0.05%
281,633
-6,382
378
$21.3M 0.05%
700,195
+42,187
379
$21.2M 0.05%
36,239
-958
380
$21.1M 0.05%
501,167
-540
381
$20.9M 0.05%
520,044
-15,861
382
$20.9M 0.05%
292,770
+7,758
383
$20.9M 0.05%
893,406
+108,991
384
$20.9M 0.05%
63,156
+895
385
$20.7M 0.05%
794,446
-359,760
386
$20.5M 0.05%
66,505
-408
387
$20.4M 0.05%
424,848
-17,181
388
$20.3M 0.05%
146,837
-10,842
389
$20.3M 0.05%
309,581
-17,395
390
$20.2M 0.05%
663,671
+484,672
391
$20.2M 0.05%
104,996
-8,296
392
$20.2M 0.05%
431,872
+6,838
393
$20.2M 0.05%
88,481
-5,720
394
$20.1M 0.05%
192,582
+6,139
395
$19.9M 0.05%
560,694
-24,171
396
$19.9M 0.05%
362,206
+1,870
397
$19.9M 0.05%
760,691
-7,785
398
$19.9M 0.05%
287,146
-11,830
399
$19.9M 0.05%
506,150
+13,502
400
$19.8M 0.05%
1,142,993
+1,027
14 15
16
17 18