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
1126
$3.96M 0.01%
41,422
-7,114
1127
$3.95M 0.01%
25,685
-2,930
1128
$3.94M 0.01%
197,378
-626
1129
$3.94M 0.01%
103,894
+5,165
1130
$3.94M 0.01%
151,237
-492,444
1131
$3.93M 0.01%
55,349
+1,242
1132
$3.92M 0.01%
185,447
+6,356
1133
$3.91M 0.01%
12,150
-601
1134
$3.9M 0.01%
81,891
+35,976
1135
$3.89M 0.01%
88,421
+1,554
1136
$3.87M 0.01%
51,498
-505
1137
$3.87M 0.01%
60,275
+4,474
1138
$3.87M 0.01%
63,095
+2,958
1139
$3.87M 0.01%
141,502
-908
1140
$3.86M 0.01%
95,257
-3,290
1141
$3.86M 0.01%
16,110
-1,296
1142
$3.86M 0.01%
204,937
+28,475
1143
$3.85M 0.01%
15,889
-1,126
1144
$3.84M 0.01%
26,878
+8,836
1145
$3.83M 0.01%
9,397
-197
1146
$3.83M 0.01%
28,244
+832
1147
$3.81M 0.01%
180,352
-4,176
1148
$3.8M 0.01%
21,327
+1,187
1149
$3.8M 0.01%
148,014
-33,651
1150
$3.8M 0.01%
124,764
-24,515
44 45
46
47 48