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
826
$6.93M 0.02%
23,546
+2,479
827
$6.92M 0.02%
163,841
+56,174
828
$6.91M 0.02%
364,922
+30,029
829
$6.91M 0.02%
30,906
+3,102
830
$6.91M 0.02%
66,645
-4,381
831
$6.9M 0.02%
206,483
-14,651
832
$6.89M 0.02%
205,628
+34,837
833
$6.87M 0.02%
+113,784
834
$6.86M 0.02%
40,318
-769
835
$6.85M 0.02%
335,434
-8,266
836
$6.84M 0.02%
181,130
-3,296
837
$6.83M 0.02%
153,125
-738
838
$6.82M 0.02%
220,403
+11,938
839
$6.77M 0.02%
30,024
+6,033
840
$6.77M 0.02%
33,545
-4,849
841
$6.75M 0.02%
114,234
+45,652
842
$6.75M 0.02%
167,709
+15,443
843
$6.72M 0.02%
199,649
-9,151
844
$6.72M 0.02%
98,493
-16,815
845
$6.71M 0.02%
88,619
+775
846
$6.71M 0.02%
131,289
+28,737
847
$6.69M 0.02%
82,184
-83,547
848
$6.69M 0.02%
121,397
-2,737
849
$6.68M 0.02%
130,066
-3,955
850
$6.68M 0.02%
269,609
+24,026
32 33
34
35 36