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
1276
$3.02M 0.01%
107,413
-2,682
1277
$3.01M 0.01%
71,420
+307
1278
$3M 0.01%
60,420
+2,810
1279
$3M 0.01%
139,593
+61,304
1280
$2.99M 0.01%
110,163
-3,966
1281
$2.99M 0.01%
139,315
+2,064
1282
$2.99M 0.01%
52,588
-3,290
1283
$2.99M 0.01%
35,689
+1,550
1284
$2.98M 0.01%
398,939
+53,543
1285
$2.97M 0.01%
23,569
-1,336
1286
$2.96M 0.01%
27,384
-25
1287
$2.96M 0.01%
12,340
+61
1288
$2.96M 0.01%
66,497
+2,174
1289
$2.95M 0.01%
43,289
-2,238
1290
$2.95M 0.01%
18,637
+1,022
1291
$2.94M 0.01%
87,757
-2,183
1292
$2.93M 0.01%
13,343
+1,013
1293
$2.91M 0.01%
19,751
+285
1294
$2.91M 0.01%
76,028
-4,867
1295
$2.9M 0.01%
14,251
-612
1296
$2.9M 0.01%
127,488
+22,984
1297
$2.89M 0.01%
37,519
+5,189
1298
$2.89M 0.01%
32,379
-1,720
1299
$2.89M 0.01%
148,396
+22,244
1300
$2.89M 0.01%
77,928
+864
50 51
52
53 54