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
1326
$2.79M 0.01%
102,189
-7,678
1327
$2.79M 0.01%
42,889
+902
1328
$2.79M 0.01%
126,400
+19,841
1329
$2.79M 0.01%
118,797
-22,100
1330
$2.79M 0.01%
81,676
-17,714
1331
$2.79M 0.01%
261,995
-31,736
1332
$2.78M 0.01%
12,731
-5,132
1333
$2.78M 0.01%
73,645
-4,071
1334
$2.78M 0.01%
66,920
-11,561
1335
$2.78M 0.01%
9,338
-900
1336
$2.78M 0.01%
4,706
+712
1337
$2.77M 0.01%
20,248
-3,091
1338
$2.76M 0.01%
53,533
-1,373
1339
$2.76M 0.01%
61,581
-1,290
1340
$2.75M 0.01%
42,404
-3,175
1341
$2.75M 0.01%
26,548
+2,530
1342
$2.75M 0.01%
57,443
-2,193
1343
$2.75M 0.01%
83,039
-9,014
1344
$2.74M 0.01%
67,737
+1,543
1345
$2.73M 0.01%
11,166
+3,254
1346
$2.73M 0.01%
100,552
-21,658
1347
$2.72M 0.01%
67,574
+9,834
1348
$2.72M 0.01%
15,523
-236
1349
$2.72M 0.01%
7,064
+2,043
1350
$2.72M 0.01%
45,718
-2,753
52 53
54
55 56