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
1201
$3.5M 0.01%
57,299
+1,088
1202
$3.5M 0.01%
72,041
+4,868
1203
$3.49M 0.01%
79,088
+11,988
1204
$3.48M 0.01%
49,591
-2,832
1205
$3.48M 0.01%
53,954
-20,717
1206
$3.47M 0.01%
145,033
+57,985
1207
$3.42M 0.01%
7,389
-990
1208
$3.42M 0.01%
36,845
+93
1209
$3.42M 0.01%
291,376
-2,172
1210
$3.42M 0.01%
14,736
+358
1211
$3.41M 0.01%
32,057
+7,000
1212
$3.4M 0.01%
60,878
+21,395
1213
$3.37M 0.01%
8,686
-22
1214
$3.37M 0.01%
218,903
-100,087
1215
$3.36M 0.01%
29,516
-1,119
1216
$3.35M 0.01%
120,332
-1,390
1217
$3.35M 0.01%
173,833
+21,640
1218
$3.35M 0.01%
111,576
+2,689
1219
$3.35M 0.01%
100,355
+66,644
1220
$3.35M 0.01%
134,738
-7,986
1221
$3.35M 0.01%
35,180
-21,571
1222
$3.35M 0.01%
8,264
+9
1223
$3.34M 0.01%
81,060
-2,807
1224
$3.34M 0.01%
157,793
+36,589
1225
$3.33M 0.01%
1,221,301
+6,381
47 48
49
50 51