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
476
$15.6M 0.04%
320,419
+29,394
477
$15.5M 0.04%
173,195
-56,668
478
$15.5M 0.04%
84,697
-1,708
479
$15.5M 0.04%
176,539
-46,226
480
$15.4M 0.04%
636,973
+95,483
481
$15.4M 0.04%
125,457
-4,650
482
$15.4M 0.04%
319,188
-76,433
483
$15.2M 0.04%
234,289
+2,090
484
$15.2M 0.03%
35,479
+1,158
485
$15.2M 0.03%
86,029
-5,621
486
$15.1M 0.03%
664,642
-14,330
487
$15.1M 0.03%
117,915
-24,990
488
$15.1M 0.03%
71,602
+2,272
489
$15.1M 0.03%
55,957
+1,442
490
$15.1M 0.03%
152,144
-518
491
$15.1M 0.03%
408,760
-63,651
492
$15M 0.03%
308,136
-15,973
493
$15M 0.03%
347,115
-14,182
494
$15M 0.03%
336,307
+5,498
495
$15M 0.03%
328,354
+5,312
496
$14.9M 0.03%
217,702
+3,801
497
$14.9M 0.03%
131,566
-2,259
498
$14.9M 0.03%
160,405
-4,815
499
$14.9M 0.03%
148,473
-9,191
500
$14.8M 0.03%
418,889
-24,727
18 19
20
21 22