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
951
$5.49M 0.01%
54,345
-21,128
952
$5.43M 0.01%
37,457
-6,752
953
$5.43M 0.01%
87,003
+41,630
954
$5.41M 0.01%
88,332
-5,224
955
$5.41M 0.01%
182,768
+10,291
956
$5.39M 0.01%
73,195
+1,639
957
$5.38M 0.01%
382,576
+21,513
958
$5.36M 0.01%
210,508
+11,549
959
$5.33M 0.01%
99,681
+2,762
960
$5.31M 0.01%
438,484
-85,647
961
$5.31M 0.01%
111,577
+36,845
962
$5.3M 0.01%
7,578
+508
963
$5.3M 0.01%
152,513
-10,793
964
$5.3M 0.01%
157,214
+29,338
965
$5.3M 0.01%
119,688
+52,290
966
$5.25M 0.01%
10,452
-3,747
967
$5.25M 0.01%
69,235
-8,097
968
$5.25M 0.01%
40,485
+7,791
969
$5.23M 0.01%
51,997
-3,468
970
$5.23M 0.01%
146,530
+21,453
971
$5.21M 0.01%
48,911
+5,827
972
$5.2M 0.01%
259,685
-279
973
$5.2M 0.01%
81,612
+3,459
974
$5.2M 0.01%
187,982
-12,628
975
$5.19M 0.01%
105,387
+33,576
37 38
39
40 41