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
976
$5.19M 0.01%
96,858
+41,637
977
$5.19M 0.01%
169,228
+1,036
978
$5.18M 0.01%
276,578
-18,542
979
$5.17M 0.01%
10,015
+2,294
980
$5.15M 0.01%
259,447
+95,774
981
$5.15M 0.01%
44,646
+1,385
982
$5.13M 0.01%
179,042
+85,587
983
$5.13M 0.01%
228,665
+3,227
984
$5.12M 0.01%
319,448
+44,719
985
$5.12M 0.01%
65,365
+4,789
986
$5.11M 0.01%
94,100
-194
987
$5.11M 0.01%
90,026
-1,036
988
$5.1M 0.01%
574,861
-118,025
989
$5.09M 0.01%
206,508
-2,691
990
$5.06M 0.01%
162,245
+94,834
991
$5.06M 0.01%
739,044
+13,054
992
$5.02M 0.01%
121,297
-48,619
993
$5.01M 0.01%
66,925
-2,890
994
$5M 0.01%
87,553
-5,262
995
$5M 0.01%
93,618
+5,844
996
$4.99M 0.01%
122,111
-25,060
997
$4.98M 0.01%
54,828
+2,835
998
$4.98M 0.01%
184,076
+32,515
999
$4.98M 0.01%
143,809
-18,492
1000
$4.97M 0.01%
25,247
-1,823
38 39
40
41 42