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
576
$12.7M 0.03%
538,282
+57,259
577
$12.7M 0.03%
246,280
+7,828
578
$12.7M 0.03%
406,853
+60,141
579
$12.7M 0.03%
210,723
+25,838
580
$12.6M 0.03%
317,878
-2,705
581
$12.6M 0.03%
452,979
+12,347
582
$12.5M 0.03%
91,419
+341
583
$12.5M 0.03%
387,414
+9,930
584
$12.5M 0.03%
235,376
+70,340
585
$12.4M 0.03%
172,009
-4,301
586
$12.4M 0.03%
235,622
-27,081
587
$12.3M 0.03%
380,777
-5,299
588
$12.2M 0.03%
854,575
+56,011
589
$12.1M 0.03%
62,380
-5,272
590
$12.1M 0.03%
322,425
-320,966
591
$12M 0.03%
129,245
+16,315
592
$11.9M 0.03%
21,178
+838
593
$11.9M 0.03%
224,662
-9,677
594
$11.9M 0.03%
113,886
-15,895
595
$11.9M 0.03%
+400,367
596
$11.9M 0.03%
125,852
+1,470
597
$11.9M 0.03%
67,786
-6,813
598
$11.9M 0.03%
257,123
-24,915
599
$11.8M 0.03%
58,808
+8,005
600
$11.7M 0.03%
130,979
+3,464
22 23
24
25 26