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
876
$6.33M 0.01%
95,999
-4,320
877
$6.31M 0.01%
151,858
-497
878
$6.31M 0.01%
136,248
+2,207
879
$6.31M 0.01%
+211,938
880
$6.29M 0.01%
28,306
+2,371
881
$6.28M 0.01%
125,766
+2,469
882
$6.27M 0.01%
48,580
-8,618
883
$6.27M 0.01%
74,943
+22,246
884
$6.25M 0.01%
333,423
-76,301
885
$6.21M 0.01%
44,856
+2,183
886
$6.21M 0.01%
637,416
+8,424
887
$6.2M 0.01%
46,919
+8,403
888
$6.19M 0.01%
164,160
+1,615
889
$6.18M 0.01%
34,960
-9,015
890
$6.17M 0.01%
159,395
+11,738
891
$6.16M 0.01%
114,207
-5,286
892
$6.15M 0.01%
42,306
+112
893
$6.15M 0.01%
54,697
-67
894
$6.15M 0.01%
144,425
-150,526
895
$6.13M 0.01%
183,949
-12,797
896
$6.12M 0.01%
178,172
+9,556
897
$6.1M 0.01%
132,362
-131,385
898
$6.09M 0.01%
45,989
-1,072
899
$6.09M 0.01%
272,427
-10,538
900
$6.08M 0.01%
253,612
-104,846
34 35
36
37 38