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
1351
$2.72M 0.01%
67,377
+2,549
1352
$2.72M 0.01%
70,794
-1,882
1353
$2.72M 0.01%
58,079
+30,255
1354
$2.71M 0.01%
26,064
+659
1355
$2.71M 0.01%
25,207
-5,619
1356
$2.71M 0.01%
24,886
+712
1357
$2.71M 0.01%
132,540
+5,751
1358
$2.7M 0.01%
86,798
+3,172
1359
$2.7M 0.01%
20,295
+3,439
1360
$2.7M 0.01%
27,152
-274
1361
$2.69M 0.01%
29,448
+3,237
1362
$2.69M 0.01%
114,090
-75,950
1363
$2.68M 0.01%
9,390
-772
1364
$2.68M 0.01%
54,667
-9,573
1365
$2.67M 0.01%
291,075
+14,079
1366
$2.67M 0.01%
33,469
-230
1367
$2.66M 0.01%
286,130
+15,473
1368
$2.66M 0.01%
30,242
+5,800
1369
$2.65M 0.01%
136,694
+9,887
1370
$2.64M 0.01%
110,699
+7,164
1371
$2.64M 0.01%
30,500
-511
1372
$2.64M 0.01%
15,170
+2,405
1373
$2.63M 0.01%
244,127
+5,141
1374
$2.62M 0.01%
182,884
-37,675
1375
$2.62M 0.01%
269,937
+7,164
53 54
55
56 57