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
26
$224M 0.52%
4,532,379
-44,663
27
$218M 0.5%
433,160
-28,447
28
$212M 0.49%
7,346,995
+1,512,154
29
$207M 0.48%
1,048,726
+5,026
30
$204M 0.47%
224,922
-397
31
$197M 0.45%
4,050,161
+106,433
32
$197M 0.45%
2,454,089
+261,447
33
$196M 0.45%
1,123,650
-99,367
34
$188M 0.43%
1,583,343
-5,559
35
$186M 0.43%
1,744,845
-30,849
36
$182M 0.42%
994,587
-75,599
37
$180M 0.41%
7,141,176
+356,744
38
$178M 0.41%
787,815
+31,607
39
$178M 0.41%
880,314
-95,794
40
$176M 0.41%
728,846
+32,985
41
$170M 0.39%
3,166,529
+511,716
42
$167M 0.39%
638,131
-14,750
43
$167M 0.38%
5,054,572
+735,134
44
$166M 0.38%
1,033,160
+3,750
45
$158M 0.36%
1,548,002
+489,230
46
$158M 0.36%
2,691,981
+81,080
47
$155M 0.36%
1,844,525
-51,449
48
$154M 0.35%
5,926,626
-385,515
49
$152M 0.35%
3,227,539
+429,962
50
$151M 0.35%
825,157
+11,864
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