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
601
$11.7M 0.03%
324,590
-10,967
602
$11.7M 0.03%
452,434
+139,726
603
$11.7M 0.03%
176,069
+18,089
604
$11.7M 0.03%
109,656
+3,121
605
$11.6M 0.03%
417,882
+30,316
606
$11.6M 0.03%
19
-2
607
$11.6M 0.03%
165,901
-947
608
$11.6M 0.03%
55,017
-479
609
$11.6M 0.03%
406,950
+365,042
610
$11.6M 0.03%
550,138
+60,747
611
$11.5M 0.03%
139,375
-19,888
612
$11.5M 0.03%
44,126
-897
613
$11.5M 0.03%
251,440
+69,107
614
$11.5M 0.03%
282,953
+42,535
615
$11.5M 0.03%
115,441
-14,563
616
$11.5M 0.03%
44,541
+3,825
617
$11.4M 0.03%
224,248
+16,951
618
$11.4M 0.03%
196,875
-8,420
619
$11.4M 0.03%
188,929
-8,159
620
$11.4M 0.03%
51,043
+1,911
621
$11.4M 0.03%
199,370
+2,995
622
$11.4M 0.03%
48,793
-10,130
623
$11.3M 0.03%
113,138
+3,015
624
$11.3M 0.03%
361,920
+340,903
625
$11.3M 0.03%
52,490
-3,637
23 24
25
26 27