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
776
$7.82M 0.02%
340,751
-25,514
777
$7.82M 0.02%
199,011
+158,661
778
$7.8M 0.02%
145,247
+66,096
779
$7.8M 0.02%
65,648
-2,742
780
$7.78M 0.02%
161,055
+15,100
781
$7.77M 0.02%
169,545
+29,309
782
$7.77M 0.02%
119,597
-3,154
783
$7.77M 0.02%
362,405
-3,867
784
$7.73M 0.02%
64,641
-2,554
785
$7.7M 0.02%
54,005
+2,584
786
$7.69M 0.02%
118,692
-3,132
787
$7.67M 0.02%
143,573
+36,229
788
$7.65M 0.02%
120,818
+1,146
789
$7.65M 0.02%
188,414
+14,804
790
$7.61M 0.02%
34,888
+1,216
791
$7.6M 0.02%
515,500
+32,853
792
$7.59M 0.02%
216,086
-34,511
793
$7.57M 0.02%
27,511
+204
794
$7.57M 0.02%
212,470
+57,225
795
$7.56M 0.02%
105,345
+540
796
$7.55M 0.02%
148,382
-67,439
797
$7.55M 0.02%
+356,482
798
$7.52M 0.02%
308,578
-6,526
799
$7.51M 0.02%
51,469
-8,068
800
$7.5M 0.02%
136,171
-2,638
30 31
32
33 34