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
1001
$4.97M 0.01%
711,259
-47,471
1002
$4.96M 0.01%
63,009
-3,053
1003
$4.96M 0.01%
49,193
+7,652
1004
$4.94M 0.01%
147,903
-103
1005
$4.93M 0.01%
128,092
+4,252
1006
$4.92M 0.01%
32,379
+714
1007
$4.92M 0.01%
86,803
+46,704
1008
$4.91M 0.01%
32,460
-3,005
1009
$4.89M 0.01%
126,340
+11,438
1010
$4.89M 0.01%
162,537
+9,914
1011
$4.87M 0.01%
93,030
+12,209
1012
$4.87M 0.01%
37,570
+3,690
1013
$4.86M 0.01%
73,237
-7,378
1014
$4.86M 0.01%
134,855
+6,003
1015
$4.86M 0.01%
65,432
+7,784
1016
$4.86M 0.01%
245,656
+20,578
1017
$4.85M 0.01%
41,507
+30,792
1018
$4.85M 0.01%
176,793
+34,153
1019
$4.84M 0.01%
208,539
+7,176
1020
$4.84M 0.01%
95,183
-12,338
1021
$4.84M 0.01%
11,757
+263
1022
$4.83M 0.01%
142,851
-2,147
1023
$4.8M 0.01%
287,660
-54,194
1024
$4.79M 0.01%
40,142
-44
1025
$4.79M 0.01%
8,845
-1,587
39 40
41
42 43