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
526
$13.9M 0.03%
272,638
+20,076
527
$13.9M 0.03%
199,109
+23,591
528
$13.8M 0.03%
281,319
-22,719
529
$13.8M 0.03%
295,973
-12,366
530
$13.8M 0.03%
381,107
-122,334
531
$13.7M 0.03%
322,813
-23,765
532
$13.7M 0.03%
151,632
-48,858
533
$13.7M 0.03%
421,200
+5,187
534
$13.7M 0.03%
572,224
-20,407
535
$13.7M 0.03%
368,249
+10,132
536
$13.7M 0.03%
391,152
+13,569
537
$13.6M 0.03%
472,284
-25,474
538
$13.6M 0.03%
465,609
+106
539
$13.6M 0.03%
243,033
+9,199
540
$13.6M 0.03%
479,509
-37,234
541
$13.5M 0.03%
192,531
-33,558
542
$13.5M 0.03%
34,987
-1,363
543
$13.5M 0.03%
437,214
-126,171
544
$13.5M 0.03%
593,104
-3,279
545
$13.5M 0.03%
273,540
+7,343
546
$13.4M 0.03%
293,210
+15,260
547
$13.4M 0.03%
14,801
+1,006
548
$13.3M 0.03%
112,132
-5,215
549
$13.2M 0.03%
54,707
-3,740
550
$13.2M 0.03%
198,199
-17,538
20 21
22
23 24