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
801
$7.46M 0.02%
239,585
-29,634
802
$7.39M 0.02%
241,207
+38,463
803
$7.32M 0.02%
240,048
-52,724
804
$7.31M 0.02%
86,945
-106,875
805
$7.29M 0.02%
+207,645
806
$7.29M 0.02%
99,255
-7,280
807
$7.27M 0.02%
396,006
+32,043
808
$7.27M 0.02%
187,025
-24,802
809
$7.21M 0.02%
229,691
+124,669
810
$7.19M 0.02%
165,664
-172,235
811
$7.18M 0.02%
153,217
+90,183
812
$7.18M 0.02%
125,826
+10,449
813
$7.17M 0.02%
194,411
-32,895
814
$7.15M 0.02%
207,898
+35,286
815
$7.15M 0.02%
73,517
-18,067
816
$7.13M 0.02%
47,403
+6,481
817
$7.13M 0.02%
86,063
-424
818
$7.11M 0.02%
98,721
-128
819
$7.09M 0.02%
45,643
+193
820
$7.06M 0.02%
59,799
+984
821
$7.03M 0.02%
73,641
-494
822
$6.98M 0.02%
+270,361
823
$6.98M 0.02%
278,076
+70,184
824
$6.97M 0.02%
288,634
-27,357
825
$6.96M 0.02%
52,600
+7,919
31 32
33
34 35