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
451
$16.7M 0.04%
484,371
+101,793
452
$16.7M 0.04%
537,444
+149,453
453
$16.7M 0.04%
429,358
-14,789
454
$16.7M 0.04%
444,821
-102,899
455
$16.6M 0.04%
333,464
+12,849
456
$16.5M 0.04%
53,659
+3,843
457
$16.4M 0.04%
282,279
+9,730
458
$16.4M 0.04%
167,297
+28,023
459
$16.3M 0.04%
477,778
+274,844
460
$16.2M 0.04%
424,811
+17,401
461
$16.2M 0.04%
102,304
-3,618
462
$16.1M 0.04%
27,091
-794
463
$16.1M 0.04%
270,812
-14,945
464
$16M 0.04%
71,233
+2,814
465
$16M 0.04%
452,319
+32,444
466
$16M 0.04%
184,110
-10,357
467
$16M 0.04%
502,979
+662
468
$15.9M 0.04%
61,484
+7,035
469
$15.9M 0.04%
599,167
-23,041
470
$15.8M 0.04%
202,333
-5,164
471
$15.8M 0.04%
56,934
+1,888
472
$15.8M 0.04%
66,245
+9,067
473
$15.7M 0.04%
89,363
+10,934
474
$15.7M 0.04%
85,195
+6,420
475
$15.6M 0.04%
150,392
-1,438
17 18
19
20 21