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
676
$9.78M 0.02%
155,024
-7,928
677
$9.78M 0.02%
741,937
-14,471
678
$9.76M 0.02%
39,430
-2,734
679
$9.75M 0.02%
101,956
-11,965
680
$9.75M 0.02%
56,838
-38,673
681
$9.74M 0.02%
21,679
+226
682
$9.71M 0.02%
154,082
-12,297
683
$9.69M 0.02%
38,153
-1,121
684
$9.68M 0.02%
178,789
-5,628
685
$9.66M 0.02%
230,761
+24,867
686
$9.63M 0.02%
68,363
-7,540
687
$9.59M 0.02%
47,919
+1,431
688
$9.57M 0.02%
310,211
-79,094
689
$9.57M 0.02%
963,657
+213,127
690
$9.53M 0.02%
110,060
+52,749
691
$9.48M 0.02%
107,603
+8,406
692
$9.48M 0.02%
228,288
-358,704
693
$9.42M 0.02%
+54,951
694
$9.41M 0.02%
119,951
+4,835
695
$9.38M 0.02%
89,160
+5,309
696
$9.37M 0.02%
74,352
+3,722
697
$9.37M 0.02%
734,542
-11,458
698
$9.34M 0.02%
108,628
+2,097
699
$9.33M 0.02%
175,669
+32,993
700
$9.33M 0.02%
61,450
-1,155
26 27
28
29 30