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
1426
$2.43M 0.01%
29,909
+459
1427
$2.43M 0.01%
199,088
+14,093
1428
$2.43M 0.01%
14,130
+1,610
1429
$2.42M 0.01%
56,066
+3,233
1430
$2.42M 0.01%
45,868
-1,637
1431
$2.42M 0.01%
53,986
+5,339
1432
$2.42M 0.01%
45,032
+7,836
1433
$2.41M 0.01%
109,683
+6,936
1434
$2.41M 0.01%
33,958
-4,000
1435
$2.41M 0.01%
91,235
+15,165
1436
$2.41M 0.01%
23,945
+6,656
1437
$2.4M 0.01%
64,870
+3,536
1438
$2.38M 0.01%
14,342
+1,369
1439
$2.38M 0.01%
55,669
+2,513
1440
$2.38M 0.01%
29,592
+7,640
1441
$2.37M 0.01%
139,669
+21,911
1442
$2.37M 0.01%
44,381
-1,328
1443
$2.37M 0.01%
50,296
-539
1444
$2.37M 0.01%
74,356
+5,438
1445
$2.37M 0.01%
6,484
+493
1446
$2.37M 0.01%
47,201
+6,492
1447
$2.37M 0.01%
38,462
-263
1448
$2.36M 0.01%
5,791
+391
1449
$2.35M 0.01%
78,232
+20,330
1450
$2.35M 0.01%
79,525
+17,783
56 57
58
59 60