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
1401
$2.51M 0.01%
11,672
+4,124
1402
$2.51M 0.01%
18,000
-5,967
1403
$2.5M 0.01%
28,109
+162
1404
$2.5M 0.01%
47,771
-17,238
1405
$2.5M 0.01%
30,538
-2,670
1406
$2.5M 0.01%
91,831
+9,039
1407
$2.5M 0.01%
74,521
+1,693
1408
$2.5M 0.01%
48,962
-210
1409
$2.49M 0.01%
104,724
-29,190
1410
$2.49M 0.01%
33,543
-896
1411
$2.48M 0.01%
81,266
-13,339
1412
$2.48M 0.01%
54,803
+299
1413
$2.47M 0.01%
54,347
+109
1414
$2.47M 0.01%
103,254
-5,706
1415
$2.47M 0.01%
68,838
-20,810
1416
$2.46M 0.01%
71,246
-5,622
1417
$2.46M 0.01%
13,874
+585
1418
$2.46M 0.01%
29,940
+3,112
1419
$2.46M 0.01%
40,990
-815
1420
$2.45M 0.01%
119,880
+20,924
1421
$2.44M 0.01%
27,338
+10,313
1422
$2.44M 0.01%
73,536
+428
1423
$2.44M 0.01%
160,756
-4,866
1424
$2.44M 0.01%
17,419
-348
1425
$2.44M 0.01%
76,354
+6,924
55 56
57
58 59