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
1176
$3.65M 0.01%
17,763
+1,672
1177
$3.64M 0.01%
213,975
+46,500
1178
$3.63M 0.01%
26,926
-181
1179
$3.62M 0.01%
164,142
-2,344
1180
$3.62M 0.01%
92,173
+8,847
1181
$3.61M 0.01%
36,164
+6,490
1182
$3.61M 0.01%
25,572
+1,482
1183
$3.6M 0.01%
35,027
-6,067
1184
$3.59M 0.01%
91,201
-2,297
1185
$3.58M 0.01%
121,276
-4,926
1186
$3.57M 0.01%
150,757
+94,159
1187
$3.55M 0.01%
198,990
+41,638
1188
$3.55M 0.01%
19,458
+349
1189
$3.54M 0.01%
45,423
-20,578
1190
$3.54M 0.01%
100,341
+66,974
1191
$3.54M 0.01%
26,414
+2,212
1192
$3.54M 0.01%
53,382
-2,848
1193
$3.52M 0.01%
464,490
+181,292
1194
$3.52M 0.01%
92,292
+7,015
1195
$3.51M 0.01%
113,855
-5,564
1196
$3.51M 0.01%
81,689
-1,905
1197
$3.51M 0.01%
38,880
+2,570
1198
$3.51M 0.01%
16,945
-619
1199
$3.5M 0.01%
142,399
-11,454
1200
$3.5M 0.01%
83,551
-32,460
46 47
48
49 50