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
751
$8.29M 0.02%
39,319
+9,939
752
$8.27M 0.02%
374,486
+119,045
753
$8.26M 0.02%
181,941
-7,794
754
$8.25M 0.02%
72,151
+14,026
755
$8.21M 0.02%
230,512
+67,878
756
$8.19M 0.02%
450,572
+1,066
757
$8.18M 0.02%
79,023
+2,379
758
$8.17M 0.02%
201,178
-13,755
759
$8.15M 0.02%
51,097
+2,856
760
$8.13M 0.02%
183,050
-7,191
761
$8.11M 0.02%
367,691
-10,899
762
$8.1M 0.02%
168,673
-2,941
763
$8.07M 0.02%
250,467
-121,540
764
$8.06M 0.02%
200,846
+3,507
765
$8M 0.02%
320,284
+18,059
766
$7.99M 0.02%
199,523
-19,503
767
$7.99M 0.02%
260,902
+27,650
768
$7.97M 0.02%
114,037
+31,066
769
$7.94M 0.02%
328,958
-6,376
770
$7.94M 0.02%
404,088
-11,406
771
$7.92M 0.02%
160,975
+24,399
772
$7.92M 0.02%
18,813
+60
773
$7.9M 0.02%
241,724
+37,823
774
$7.87M 0.02%
368,742
+33,228
775
$7.82M 0.02%
103,827
-156
29 30
31
32 33