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
51
$150M 0.35%
1,411,161
-83,530
52
$147M 0.34%
1,888,482
+62,514
53
$147M 0.34%
427,249
-18,134
54
$146M 0.34%
2,288,932
+65,543
55
$145M 0.33%
673,811
-28,604
56
$143M 0.33%
1,244,255
+9,900
57
$137M 0.32%
676,203
-114,677
58
$137M 0.31%
2,496,225
+232,129
59
$133M 0.31%
1,448,176
-47,243
60
$132M 0.3%
229,370
-7,485
61
$131M 0.3%
896,020
-1,196
62
$130M 0.3%
801,637
-66,953
63
$128M 0.3%
1,526,817
-37,160
64
$127M 0.29%
149,900
-8,377
65
$124M 0.29%
2,442,868
+648,384
66
$121M 0.28%
2,409,670
-66,884
67
$121M 0.28%
2,476,597
-54,370
68
$119M 0.27%
720,079
-48,510
69
$118M 0.27%
2,345,160
+554,564
70
$117M 0.27%
1,528,724
+22,021
71
$115M 0.26%
2,623,609
+53,305
72
$115M 0.26%
225,135
-14,526
73
$115M 0.26%
1,692,435
+9,594
74
$114M 0.26%
1,984,694
+62,271
75
$113M 0.26%
573,230
-62,583
1 2
3
4 5