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
926
$5.78M 0.01%
7,038
+272
927
$5.78M 0.01%
92,967
-5,812
928
$5.77M 0.01%
114,602
+42,929
929
$5.77M 0.01%
208,628
-5,710
930
$5.77M 0.01%
386,984
+17,475
931
$5.77M 0.01%
247,894
+1,181
932
$5.76M 0.01%
32,390
-16,258
933
$5.76M 0.01%
100,006
+4,892
934
$5.76M 0.01%
7,609
-509
935
$5.74M 0.01%
73,713
+5,239
936
$5.72M 0.01%
136,850
-4,783
937
$5.7M 0.01%
213,650
+4,555
938
$5.68M 0.01%
19,339
-109
939
$5.64M 0.01%
211,341
+21,192
940
$5.63M 0.01%
888,578
-51,020
941
$5.63M 0.01%
44,722
-6,172
942
$5.62M 0.01%
167,787
-3,724
943
$5.59M 0.01%
149,151
-67,737
944
$5.58M 0.01%
264,805
-20,670
945
$5.55M 0.01%
119,751
+9,159
946
$5.55M 0.01%
40,065
-10,917
947
$5.52M 0.01%
41,554
+7,255
948
$5.52M 0.01%
82,679
+1,412
949
$5.51M 0.01%
136,604
-13,964
950
$5.5M 0.01%
239,050
-28,976
36 37
38
39 40