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
1026
$4.77M 0.01%
172,804
+2,137
1027
$4.75M 0.01%
155,023
+792
1028
$4.74M 0.01%
78,964
+59,942
1029
$4.74M 0.01%
48,391
+700
1030
$4.74M 0.01%
25,863
+73
1031
$4.74M 0.01%
146,327
-9,694
1032
$4.73M 0.01%
63,707
+6,079
1033
$4.72M 0.01%
132,941
-15,456
1034
$4.69M 0.01%
126,396
-6,627
1035
$4.69M 0.01%
98,966
-3,153
1036
$4.67M 0.01%
151,706
+30,548
1037
$4.67M 0.01%
164,459
+1,176
1038
$4.67M 0.01%
103,491
+77,872
1039
$4.67M 0.01%
95,878
-6,433
1040
$4.66M 0.01%
36,190
+7,960
1041
$4.66M 0.01%
95,665
+3,969
1042
$4.65M 0.01%
60,868
-843
1043
$4.63M 0.01%
120,988
-49,244
1044
$4.62M 0.01%
48,411
-17
1045
$4.59M 0.01%
180,051
+103,025
1046
$4.58M 0.01%
25,955
-5,190
1047
$4.58M 0.01%
58,948
+16,055
1048
$4.56M 0.01%
53,084
+2,400
1049
$4.55M 0.01%
233,826
+35,861
1050
$4.55M 0.01%
140,360
+1,390
40 41
42
43 44