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
626
$11.2M 0.03%
238,145
+21,760
627
$11.2M 0.03%
387,436
-708
628
$11.1M 0.03%
149,961
-242
629
$11.1M 0.03%
258,332
-5,571
630
$11.1M 0.03%
164,068
-27,862
631
$11.1M 0.03%
100,382
+5,794
632
$11.1M 0.03%
55,970
+271
633
$11M 0.03%
78,909
-8,721
634
$11M 0.03%
96,691
-53,537
635
$11M 0.03%
187,999
+87,191
636
$11M 0.03%
305,722
+130,708
637
$11M 0.03%
559,222
+129,798
638
$11M 0.03%
224,362
-291
639
$11M 0.03%
232,739
+1,495
640
$11M 0.03%
457,394
-3,045
641
$10.9M 0.03%
96,151
-10,730
642
$10.8M 0.02%
281,323
+155
643
$10.7M 0.02%
188,907
-2,890
644
$10.7M 0.02%
293,372
-142,930
645
$10.7M 0.02%
255,832
+2,784
646
$10.7M 0.02%
70,470
-3,263
647
$10.7M 0.02%
193,113
-43,256
648
$10.7M 0.02%
199,392
-4,566
649
$10.6M 0.02%
186,476
+122,011
650
$10.6M 0.02%
79,797
-2,920
24 25
26
27 28