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
851
$6.68M 0.02%
190,846
+105,460
852
$6.67M 0.02%
115,712
-1,680
853
$6.65M 0.02%
61,261
-3,230
854
$6.64M 0.02%
264,138
+31,970
855
$6.63M 0.02%
276,237
+5,380
856
$6.62M 0.02%
175,530
+50,819
857
$6.61M 0.02%
89,160
-104
858
$6.61M 0.02%
21,064
+7,732
859
$6.6M 0.02%
68,330
+303
860
$6.56M 0.02%
173,351
-339,701
861
$6.55M 0.02%
125,029
-568
862
$6.54M 0.02%
128,869
-1,919
863
$6.49M 0.01%
96,199
+1,853
864
$6.47M 0.01%
61,799
+1,159
865
$6.46M 0.01%
182,504
+3,204
866
$6.41M 0.01%
99,416
-5,226
867
$6.4M 0.01%
236,136
-1,128
868
$6.39M 0.01%
175,140
+5,135
869
$6.39M 0.01%
55,282
+4,034
870
$6.38M 0.01%
19,381
+391
871
$6.38M 0.01%
38,973
+11,572
872
$6.38M 0.01%
414,052
+7,377
873
$6.37M 0.01%
61,710
+6,067
874
$6.34M 0.01%
422,010
+34,631
875
$6.33M 0.01%
178,681
+52,028
33 34
35
36 37