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
1251
$3.2M 0.01%
93,521
-4,345
1252
$3.19M 0.01%
169,748
+14,787
1253
$3.18M 0.01%
55,676
+1,137
1254
$3.17M 0.01%
28,562
-744
1255
$3.16M 0.01%
61,384
-6,950
1256
$3.15M 0.01%
330,181
+6,070
1257
$3.15M 0.01%
91,461
-30,275
1258
$3.15M 0.01%
59,263
+25,797
1259
$3.15M 0.01%
264,853
+13,415
1260
$3.14M 0.01%
176,139
-38,646
1261
$3.14M 0.01%
169,903
-25,642
1262
$3.14M 0.01%
41,088
-2,484
1263
$3.13M 0.01%
147,030
-45,395
1264
$3.13M 0.01%
340,954
+84,258
1265
$3.12M 0.01%
132,747
-5,650
1266
$3.11M 0.01%
27,000
+4,336
1267
$3.11M 0.01%
15,107
+991
1268
$3.11M 0.01%
61,527
+5,122
1269
$3.07M 0.01%
55,554
-7,840
1270
$3.06M 0.01%
151,350
-26,296
1271
$3.06M 0.01%
23,609
-611
1272
$3.05M 0.01%
85,954
+16,896
1273
$3.05M 0.01%
69,122
+5,587
1274
$3.04M 0.01%
46,037
+186
1275
$3.04M 0.01%
20,612
-796
49 50
51
52 53