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
551
$13.2M 0.03%
378,586
-677
552
$13.2M 0.03%
180,530
+26,547
553
$13.2M 0.03%
474,966
+65,755
554
$13.2M 0.03%
256,603
+46,199
555
$13.2M 0.03%
53,485
+2,330
556
$13.1M 0.03%
388,010
-34,871
557
$13.1M 0.03%
270,183
+45,555
558
$13.1M 0.03%
404,854
-22,928
559
$13.1M 0.03%
206,582
-2,845
560
$13M 0.03%
292,172
+171,517
561
$13M 0.03%
211,070
+15,130
562
$13M 0.03%
469,904
-23,587
563
$13M 0.03%
140,686
-5,154
564
$13M 0.03%
539,258
+20,476
565
$13M 0.03%
190,042
+3,122
566
$12.9M 0.03%
102,657
+2,099
567
$12.9M 0.03%
232,002
-26,179
568
$12.8M 0.03%
383,749
+22,081
569
$12.8M 0.03%
44,602
-12,996
570
$12.8M 0.03%
526,040
+4,966
571
$12.8M 0.03%
4,324
-1,479
572
$12.8M 0.03%
142,672
+67,364
573
$12.8M 0.03%
186,123
-5,007
574
$12.8M 0.03%
368,303
+166,262
575
$12.7M 0.03%
103,402
+32,038
21 22
23
24 25