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
501
$14.8M 0.03%
153,215
-70,453
502
$14.8M 0.03%
304,763
+9,038
503
$14.8M 0.03%
318,093
+116,880
504
$14.6M 0.03%
134,574
-4,415
505
$14.6M 0.03%
177,804
+1,936
506
$14.5M 0.03%
64,747
+1,217
507
$14.5M 0.03%
314,266
+20,170
508
$14.5M 0.03%
148,160
+5,458
509
$14.5M 0.03%
58,476
-3,098
510
$14.4M 0.03%
370,097
+170,855
511
$14.4M 0.03%
60,619
+4,276
512
$14.3M 0.03%
259,854
-17,825
513
$14.3M 0.03%
147,014
-2,166
514
$14.2M 0.03%
760,275
+44,306
515
$14.2M 0.03%
322,878
-6,574
516
$14.2M 0.03%
209,412
+22,345
517
$14.2M 0.03%
68,273
+1,199
518
$14.2M 0.03%
350,039
-30,290
519
$14.1M 0.03%
94,920
-4,115
520
$14.1M 0.03%
236,026
-50,020
521
$14.1M 0.03%
296,953
-1,388
522
$14.1M 0.03%
302,898
-27,713
523
$14M 0.03%
153,220
+7,195
524
$13.9M 0.03%
503,675
-7,918
525
$13.9M 0.03%
598,823
+263,354
19 20
21
22 23