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
101
$85.1M 0.2%
326,484
+36,137
102
$85M 0.2%
3,764,394
+586,969
103
$83.1M 0.19%
505,543
-16,794
104
$81.8M 0.19%
307,352
-2,217
105
$81.2M 0.19%
2,080,001
+100,207
106
$80.8M 0.19%
2,421,412
+580,783
107
$78.6M 0.18%
235,859
-15,826
108
$78.4M 0.18%
778,501
+113,149
109
$77.7M 0.18%
1,883,939
-94,230
110
$77.3M 0.18%
259,775
-13,047
111
$76.8M 0.18%
1,448,871
-606,797
112
$76.5M 0.18%
297,560
+107
113
$76.4M 0.18%
975,219
+216,428
114
$76.3M 0.18%
439,125
+55,903
115
$75.4M 0.17%
2,339,083
+155,260
116
$74.7M 0.17%
1,262,196
+61,393
117
$74.4M 0.17%
451,285
-10,092
118
$73M 0.17%
3,285,723
+733,795
119
$71.6M 0.16%
272,583
+322
120
$71.5M 0.16%
1,591,785
+383,302
121
$70.9M 0.16%
596,503
-35,299
122
$70.5M 0.16%
281,909
+4,253
123
$70.3M 0.16%
2,180,619
+337,441
124
$68.8M 0.16%
1,598,567
-7,703
125
$68.7M 0.16%
269,716
-12,769
3 4
5
6 7