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
726
$8.78M 0.02%
162,635
-16,220
727
$8.77M 0.02%
52,609
-7,145
728
$8.77M 0.02%
29,348
-1,019
729
$8.76M 0.02%
344,745
+14,196
730
$8.76M 0.02%
143,092
+43,699
731
$8.75M 0.02%
308,165
+11,184
732
$8.75M 0.02%
63,902
+2,006
733
$8.72M 0.02%
277,412
+13,320
734
$8.63M 0.02%
190,724
+7,381
735
$8.62M 0.02%
62,560
+10,340
736
$8.61M 0.02%
130,953
-550
737
$8.59M 0.02%
234,256
+523
738
$8.55M 0.02%
305,661
+25,137
739
$8.54M 0.02%
95,551
+7,629
740
$8.54M 0.02%
201,146
-36,047
741
$8.52M 0.02%
219,217
+41,130
742
$8.51M 0.02%
84,163
-4,951
743
$8.42M 0.02%
74,942
+5,492
744
$8.4M 0.02%
22,999
+4,697
745
$8.4M 0.02%
124,571
+3,661
746
$8.35M 0.02%
7,946
-1,807
747
$8.33M 0.02%
317,572
+34,425
748
$8.31M 0.02%
96,680
+5,094
749
$8.31M 0.02%
244,047
+11,461
750
$8.29M 0.02%
42,161
-5,360
28 29
30
31 32