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
1226
$3.33M 0.01%
73,427
-26,107
1227
$3.32M 0.01%
62,173
-444
1228
$3.32M 0.01%
35,539
-7,574
1229
$3.32M 0.01%
112,545
-1,588
1230
$3.31M 0.01%
113,562
+45,456
1231
$3.3M 0.01%
31,051
+6,102
1232
$3.3M 0.01%
209,843
-340
1233
$3.29M 0.01%
12,132
-305
1234
$3.29M 0.01%
118,035
+20,650
1235
$3.28M 0.01%
115,615
+3,358
1236
$3.28M 0.01%
180,319
-23,796
1237
$3.25M 0.01%
79,860
-16,748
1238
$3.24M 0.01%
61,253
+9,715
1239
$3.24M 0.01%
58,023
-11,834
1240
$3.24M 0.01%
13,974
-886
1241
$3.24M 0.01%
43,728
-672
1242
$3.23M 0.01%
19,479
+3,636
1243
$3.23M 0.01%
330,228
+18,150
1244
$3.23M 0.01%
55,182
-561
1245
$3.22M 0.01%
104,326
+2,505
1246
$3.22M 0.01%
99,143
-19,937
1247
$3.21M 0.01%
46,353
+1,344
1248
$3.21M 0.01%
83,720
-15,294
1249
$3.21M 0.01%
136,313
-2,042
1250
$3.21M 0.01%
11,733
+281
48 49
50
51 52