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
401
$19.8M 0.05%
316,306
+33,263
402
$19.6M 0.05%
1,084,397
-6,791
403
$19.6M 0.05%
317,913
+28,868
404
$19.5M 0.05%
803,499
-51,634
405
$19.2M 0.04%
280,431
+54,433
406
$19.2M 0.04%
435,817
-323,528
407
$19.1M 0.04%
170,278
+10,967
408
$18.9M 0.04%
133,650
-8,898
409
$18.8M 0.04%
183,925
-14,769
410
$18.7M 0.04%
187,784
+22,625
411
$18.6M 0.04%
70,291
+8,903
412
$18.5M 0.04%
285,494
-21,273
413
$18.5M 0.04%
712,032
+75,652
414
$18.5M 0.04%
106,775
+10,690
415
$18.4M 0.04%
2,889,287
-161,397
416
$18.4M 0.04%
399,630
+67,211
417
$18.3M 0.04%
104,680
+2,688
418
$18.3M 0.04%
388,602
+4,811
419
$18.3M 0.04%
479,683
-63,116
420
$18.2M 0.04%
117,328
+4,745
421
$18.2M 0.04%
116,120
+5,295
422
$18.2M 0.04%
67,623
-1,124
423
$18M 0.04%
210,025
+17,963
424
$18M 0.04%
864,353
+43,963
425
$18M 0.04%
758,418
+28,802
15 16
17
18 19