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
1376
$2.61M 0.01%
49,311
+26,270
1377
$2.61M 0.01%
17,600
-1,475
1378
$2.6M 0.01%
67,657
+922
1379
$2.6M 0.01%
20,211
-651
1380
$2.6M 0.01%
59,114
+4,690
1381
$2.6M 0.01%
23,820
+1,292
1382
$2.59M 0.01%
20,968
+446
1383
$2.59M 0.01%
72,820
-896
1384
$2.59M 0.01%
31,986
+7,253
1385
$2.59M 0.01%
25,856
+6,451
1386
$2.58M 0.01%
209,306
-13,461
1387
$2.58M 0.01%
999,783
+299,273
1388
$2.57M 0.01%
28,744
+2,764
1389
$2.56M 0.01%
30,499
+11,138
1390
$2.56M 0.01%
15,945
+729
1391
$2.55M 0.01%
18,489
+372
1392
$2.55M 0.01%
30,619
+16,397
1393
$2.53M 0.01%
28,513
-272
1394
$2.53M 0.01%
70,170
-618
1395
$2.53M 0.01%
31,729
+89
1396
$2.52M 0.01%
38,531
-3,664
1397
$2.52M 0.01%
484,285
+34,868
1398
$2.51M 0.01%
35,658
+2,895
1399
$2.51M 0.01%
22,858
+8,080
1400
$2.51M 0.01%
17,962
+1,764
54 55
56
57 58