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
901
$6.05M 0.01%
260,517
-43,579
902
$6.05M 0.01%
51,218
+1,657
903
$6.03M 0.01%
45,637
-18,991
904
$6.03M 0.01%
912,722
+132,740
905
$6.03M 0.01%
294,922
+60,849
906
$6M 0.01%
4,697
+682
907
$6M 0.01%
118,140
-572
908
$5.98M 0.01%
81,228
-2,678
909
$5.98M 0.01%
31,108
-287
910
$5.97M 0.01%
140,154
+6,469
911
$5.97M 0.01%
15,966
-4,979
912
$5.95M 0.01%
76,412
+2,547
913
$5.94M 0.01%
139,608
-640
914
$5.94M 0.01%
102,767
-87,675
915
$5.92M 0.01%
18,436
-317
916
$5.92M 0.01%
36,714
+6,264
917
$5.89M 0.01%
174,521
-18,974
918
$5.89M 0.01%
96,459
-2,632
919
$5.88M 0.01%
240,764
+106,846
920
$5.88M 0.01%
158,065
+14,113
921
$5.87M 0.01%
78,144
+41,909
922
$5.85M 0.01%
81,130
-17,270
923
$5.84M 0.01%
149,563
+13,775
924
$5.81M 0.01%
134,561
-986
925
$5.8M 0.01%
204,199
+16,121
35 36
37
38 39