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
701
$9.32M 0.02%
78,643
+2,957
702
$9.29M 0.02%
68,800
+5,112
703
$9.27M 0.02%
151,271
-35,184
704
$9.27M 0.02%
125,717
+4,837
705
$9.24M 0.02%
499,219
-31,195
706
$9.19M 0.02%
270,010
+8,083
707
$9.17M 0.02%
152,180
-5,139
708
$9.13M 0.02%
542,346
+32,974
709
$9.13M 0.02%
188,159
+9,810
710
$9.12M 0.02%
57,091
-8,130
711
$9.1M 0.02%
69,539
+549
712
$9.06M 0.02%
316,405
+102,440
713
$9.04M 0.02%
132,349
+51,537
714
$9.04M 0.02%
389,511
-5,249
715
$9.04M 0.02%
182,481
-2,897
716
$8.97M 0.02%
65,759
-8,273
717
$8.97M 0.02%
196,032
+20,509
718
$8.94M 0.02%
117,597
+386
719
$8.93M 0.02%
85,691
+3,517
720
$8.88M 0.02%
769,226
+26,343
721
$8.87M 0.02%
28,307
+735
722
$8.87M 0.02%
65,093
-1,486
723
$8.85M 0.02%
243,842
-47,076
724
$8.85M 0.02%
398,250
+10,181
725
$8.83M 0.02%
393,037
-25,916
27 28
29
30 31