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
126
$68.4M 0.16%
1,166,610
-20,710
127
$66.7M 0.15%
864,498
-150,323
128
$66.7M 0.15%
1,757,771
-319,914
129
$66.6M 0.15%
2,446,181
-25,733
130
$66M 0.15%
1,036,951
-16,511
131
$65.9M 0.15%
1,120,173
+79,071
132
$65.7M 0.15%
1,045,358
+81,649
133
$65.2M 0.15%
166,785
-25,810
134
$65M 0.15%
867,445
+27,643
135
$64.7M 0.15%
1,017,892
+74,301
136
$63.3M 0.15%
202,748
-30,631
137
$61.8M 0.14%
713,441
+57,979
138
$61.2M 0.14%
5,923,852
+51,554
139
$60.2M 0.14%
544,432
+80,165
140
$60M 0.14%
1,711,556
+44,788
141
$59.8M 0.14%
558,433
-167,222
142
$59.4M 0.14%
775,510
-11,655
143
$59.1M 0.14%
2,110,531
-91,555
144
$58.4M 0.13%
152,353
+7,615
145
$57.4M 0.13%
267,364
+12,384
146
$57.3M 0.13%
313,952
-13,200
147
$55.6M 0.13%
1,474,983
+94,447
148
$55.4M 0.13%
1,105,430
-1,692
149
$55.3M 0.13%
234,414
-56,147
150
$55.2M 0.13%
1,111,646
+507,868
4 5
6
7 8