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
651
$10.6M 0.02%
214,922
+26,169
652
$10.6M 0.02%
831,448
-144,276
653
$10.6M 0.02%
227,186
-3,020
654
$10.5M 0.02%
560,474
+67,159
655
$10.5M 0.02%
204,603
+7,289
656
$10.5M 0.02%
220,621
+2,055
657
$10.5M 0.02%
275,825
-15,230
658
$10.4M 0.02%
132,239
-11,333
659
$10.4M 0.02%
107,550
-8,032
660
$10.4M 0.02%
492,917
+66,454
661
$10.4M 0.02%
141,266
+15,476
662
$10.3M 0.02%
6,911
+6
663
$10.2M 0.02%
266,363
+168,433
664
$10.1M 0.02%
6,163
+392
665
$10.1M 0.02%
102,529
-13,226
666
$10M 0.02%
102,321
-19,333
667
$9.95M 0.02%
60,310
+3,759
668
$9.95M 0.02%
48,921
+3,380
669
$9.93M 0.02%
291,161
-6,874
670
$9.93M 0.02%
473,649
+65,610
671
$9.89M 0.02%
20,290
+161
672
$9.85M 0.02%
196,838
-16,333
673
$9.85M 0.02%
1,198,206
-30,456
674
$9.83M 0.02%
333,747
-7,046
675
$9.83M 0.02%
101,328
+8,374
25 26
27
28 29