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
1451
$2.35M 0.01%
+58,757
1452
$2.34M 0.01%
17,512
+14,582
1453
$2.33M 0.01%
26,551
+5,052
1454
$2.33M 0.01%
14,987
+1,706
1455
$2.32M 0.01%
127,256
-31,727
1456
$2.32M 0.01%
59,829
+121
1457
$2.32M 0.01%
23,220
-1,028
1458
$2.31M 0.01%
7,522
+464
1459
$2.3M 0.01%
83,626
+2,866
1460
$2.29M 0.01%
183,195
+13,186
1461
$2.29M 0.01%
46,516
-986
1462
$2.29M 0.01%
1,453
+200
1463
$2.28M 0.01%
89,252
+2,968
1464
$2.28M 0.01%
39,291
-1,246
1465
$2.28M 0.01%
16,261
+255
1466
$2.27M 0.01%
95,016
+46,041
1467
$2.26M 0.01%
39,535
-852
1468
$2.25M 0.01%
53,813
+2,282
1469
$2.25M 0.01%
73,854
+21,259
1470
$2.25M 0.01%
52,735
-1,148
1471
$2.25M 0.01%
52,633
+5,336
1472
$2.24M 0.01%
8,173
+304
1473
$2.24M 0.01%
19,060
+87
1474
$2.24M 0.01%
55,678
+5,255
1475
$2.24M 0.01%
200,251
-16,999
57 58
59
60 61