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
1051
$4.54M 0.01%
48,164
-3,067
1052
$4.53M 0.01%
215,599
-32,989
1053
$4.53M 0.01%
11,732
-1,739
1054
$4.5M 0.01%
9,334
+251
1055
$4.49M 0.01%
57,293
+3,714
1056
$4.49M 0.01%
93,177
-1,962
1057
$4.49M 0.01%
196,834
+54,450
1058
$4.48M 0.01%
165,684
+17,797
1059
$4.47M 0.01%
130,633
+5,546
1060
$4.46M 0.01%
115,010
-4,191
1061
$4.46M 0.01%
108,338
+5,277
1062
$4.44M 0.01%
88,698
-10,759
1063
$4.44M 0.01%
52,648
-1,832
1064
$4.42M 0.01%
23,417
-7,804
1065
$4.41M 0.01%
184,376
-36,384
1066
$4.41M 0.01%
364,734
+15,270
1067
$4.41M 0.01%
129,596
+5,851
1068
$4.39M 0.01%
125,398
+15,905
1069
$4.37M 0.01%
93,948
+1,923
1070
$4.36M 0.01%
327,302
-17,045
1071
$4.36M 0.01%
45,268
-1,103
1072
$4.36M 0.01%
128,951
+1,731
1073
$4.35M 0.01%
128,710
+15,547
1074
$4.34M 0.01%
94,873
+38,368
1075
$4.34M 0.01%
199,190
+230
41 42
43
44 45