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
1101
$4.11M 0.01%
16,687
+4,295
1102
$4.11M 0.01%
98,099
-6,597
1103
$4.09M 0.01%
54,780
+632
1104
$4.08M 0.01%
63,076
+2,159
1105
$4.08M 0.01%
59,512
-3,048
1106
$4.08M 0.01%
67,957
-25,751
1107
$4.07M 0.01%
181,253
-967
1108
$4.07M 0.01%
152,865
+8,011
1109
$4.07M 0.01%
73,967
-920
1110
$4.06M 0.01%
51,488
-3,595
1111
$4.06M 0.01%
53,004
+6,901
1112
$4.06M 0.01%
55,176
-3,523
1113
$4.05M 0.01%
55,520
+6,113
1114
$4.04M 0.01%
837,359
+111,298
1115
$4.03M 0.01%
14,439
+805
1116
$4.03M 0.01%
145,972
-5,870
1117
$4.03M 0.01%
89,384
-13,614
1118
$4.02M 0.01%
540,002
+41,457
1119
$4.01M 0.01%
118,443
-19,863
1120
$4M 0.01%
69,809
+1,407
1121
$3.97M 0.01%
130,243
-2,061
1122
$3.97M 0.01%
26,229
-11,334
1123
$3.97M 0.01%
82,743
+2,781
1124
$3.96M 0.01%
66,800
-53,655
1125
$3.96M 0.01%
129,350
-912
43 44
45
46 47