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
76
$113M 0.26%
750,041
+7,039
77
$112M 0.26%
715,379
-33,621
78
$112M 0.26%
1,218,765
-46,168
79
$111M 0.25%
606,147
+3,684
80
$109M 0.25%
1,299,845
-67,808
81
$106M 0.24%
484,565
+2,497
82
$105M 0.24%
610,223
+1,999
83
$105M 0.24%
2,065,105
+286,831
84
$104M 0.24%
3,153,822
+591,968
85
$101M 0.23%
505,763
-26,932
86
$98.9M 0.23%
1,219,350
+26,578
87
$97.8M 0.23%
1,943,356
+35,549
88
$95.7M 0.22%
1,416,303
+83,930
89
$95.3M 0.22%
652,030
-55,243
90
$93.9M 0.22%
376,215
-15,478
91
$93.7M 0.22%
212,342
+3,673
92
$92.3M 0.21%
862,771
+26,532
93
$92.1M 0.21%
2,259,874
-75,346
94
$91.3M 0.21%
737,577
-28,269
95
$87.7M 0.2%
187,718
-2,321
96
$86.8M 0.2%
682,480
-6,270
97
$86.1M 0.2%
1,550,879
+499,083
98
$85.9M 0.2%
942,707
+8,165
99
$85.8M 0.2%
1,439,277
-173,585
100
$85.2M 0.2%
1,955,828
+201,666
2 3
4
5 6