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
1151
$3.8M 0.01%
9,955
+664
1152
$3.8M 0.01%
75,982
-3,384
1153
$3.79M 0.01%
190,452
+86,673
1154
$3.78M 0.01%
240,924
-50,044
1155
$3.78M 0.01%
46,585
-959
1156
$3.77M 0.01%
+262,935
1157
$3.77M 0.01%
36,615
-7,696
1158
$3.76M 0.01%
16,626
+1,597
1159
$3.76M 0.01%
54,997
+7,081
1160
$3.75M 0.01%
259,028
+62,151
1161
$3.75M 0.01%
56,902
+20,158
1162
$3.74M 0.01%
34,374
-538
1163
$3.73M 0.01%
165,470
+71,820
1164
$3.73M 0.01%
24,220
-970
1165
$3.72M 0.01%
65,515
-10,588
1166
$3.71M 0.01%
379,786
-32,836
1167
$3.7M 0.01%
158,762
+61,841
1168
$3.7M 0.01%
22,680
-5,715
1169
$3.69M 0.01%
279,474
+5,487
1170
$3.69M 0.01%
100,617
+55,571
1171
$3.68M 0.01%
63,247
-1,936
1172
$3.65M 0.01%
14,686
+263
1173
$3.65M 0.01%
185,706
-25,275
1174
$3.65M 0.01%
87,288
+1,207
1175
$3.65M 0.01%
39,344
+4,295
45 46
47
48 49