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
1301
$2.89M 0.01%
12,893
+3,228
1302
$2.88M 0.01%
264,237
-1,374
1303
$2.88M 0.01%
114,873
+94,278
1304
$2.86M 0.01%
106,959
-15,099
1305
$2.86M 0.01%
100,025
-15,462
1306
$2.85M 0.01%
71,609
-8,579
1307
$2.85M 0.01%
27,412
+302
1308
$2.85M 0.01%
175,645
+703
1309
$2.84M 0.01%
23,013
+1,357
1310
$2.84M 0.01%
9,202
+931
1311
$2.84M 0.01%
11,764
-863
1312
$2.84M 0.01%
60,635
+1,723
1313
$2.84M 0.01%
50,317
-1,903
1314
$2.83M 0.01%
107,962
+3,472
1315
$2.83M 0.01%
32,243
+1,036
1316
$2.83M 0.01%
91,197
+2,871
1317
$2.82M 0.01%
210,381
+18,243
1318
$2.82M 0.01%
20,842
+455
1319
$2.82M 0.01%
59,871
+1,385
1320
$2.82M 0.01%
161,400
-15,808
1321
$2.81M 0.01%
98,691
-5,708
1322
$2.81M 0.01%
81,391
-24,536
1323
$2.81M 0.01%
28,678
-916
1324
$2.81M 0.01%
72,850
-5,775
1325
$2.8M 0.01%
61,005
+339
51 52
53
54 55