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
1076
$4.33M 0.01%
91,871
+14,610
1077
$4.33M 0.01%
299,470
+9,255
1078
$4.3M 0.01%
197,434
-3,756
1079
$4.27M 0.01%
23,651
-1,235
1080
$4.26M 0.01%
112,719
+6,335
1081
$4.24M 0.01%
66,300
+1,571
1082
$4.22M 0.01%
101,849
+12,230
1083
$4.21M 0.01%
53,507
-1,719
1084
$4.21M 0.01%
25,124
+15,645
1085
$4.21M 0.01%
296,199
-35,941
1086
$4.21M 0.01%
312,213
-17,223
1087
$4.21M 0.01%
54,855
+4,202
1088
$4.2M 0.01%
323,848
+59,761
1089
$4.19M 0.01%
32,519
+1,467
1090
$4.19M 0.01%
180,654
+86,507
1091
$4.19M 0.01%
74,972
+5,243
1092
$4.16M 0.01%
31,052
+13,301
1093
$4.15M 0.01%
144,674
+19,592
1094
$4.14M 0.01%
20,200
-961
1095
$4.14M 0.01%
127,608
-91,603
1096
$4.13M 0.01%
43,434
-2,115
1097
$4.13M 0.01%
213,770
-24,044
1098
$4.12M 0.01%
57,908
-42,246
1099
$4.12M 0.01%
111,820
-3,277
1100
$4.11M 0.01%
291,329
-11,928
42 43
44
45 46