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
426
$17.9M 0.04%
463,503
+2,284
427
$17.9M 0.04%
103,361
-771
428
$17.9M 0.04%
707,674
+143,411
429
$17.8M 0.04%
173,631
+7,537
430
$17.8M 0.04%
904,170
+17,359
431
$17.7M 0.04%
69,499
+5,446
432
$17.7M 0.04%
53,873
+550
433
$17.7M 0.04%
824,307
-22,323
434
$17.5M 0.04%
279,564
+50,314
435
$17.5M 0.04%
769,208
-22,564
436
$17.4M 0.04%
334,282
+29,149
437
$17.4M 0.04%
26,901
+723
438
$17.4M 0.04%
262,803
-17,804
439
$17.4M 0.04%
230,215
+14,584
440
$17.3M 0.04%
147,863
+75
441
$17.2M 0.04%
903,395
-107,147
442
$17.2M 0.04%
244,305
-1,770
443
$17.1M 0.04%
57,433
+742
444
$17.1M 0.04%
86,641
+7,144
445
$17.1M 0.04%
643,422
+3,839
446
$17M 0.04%
587,194
+75,457
447
$17M 0.04%
564,777
-102,176
448
$16.9M 0.04%
573,064
+104,416
449
$16.9M 0.04%
82,548
-24,666
450
$16.8M 0.04%
339,920
+41,474
16 17
18
19 20