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
1476
$2.23M 0.01%
47,560
+3,241
1477
$2.23M 0.01%
188,293
-27,654
1478
$2.23M 0.01%
46,966
+2,091
1479
$2.23M 0.01%
52,568
-27,821
1480
$2.23M 0.01%
75,593
+46,535
1481
$2.22M 0.01%
45,001
+584
1482
$2.22M 0.01%
41,313
+9,995
1483
$2.22M 0.01%
77,727
-1,703
1484
$2.22M 0.01%
77,015
+1,519
1485
$2.22M 0.01%
21,952
+241
1486
$2.22M 0.01%
156,384
+10,137
1487
$2.22M 0.01%
54,472
-2,609
1488
$2.21M 0.01%
171,893
+13,116
1489
$2.21M 0.01%
65,608
-70,879
1490
$2.21M 0.01%
111,009
+63,932
1491
$2.21M 0.01%
16,125
+243
1492
$2.2M 0.01%
122,995
-19,163
1493
$2.2M 0.01%
114,597
-30,079
1494
$2.2M 0.01%
28,811
-279
1495
$2.2M 0.01%
65,677
-22,923
1496
$2.19M 0.01%
50,141
-19,134
1497
$2.19M 0.01%
38,003
-5,085
1498
$2.19M 0.01%
32,224
-1,081
1499
$2.19M 0.01%
45,991
-1,881
1500
$2.19M 0.01%
44,752
+8,066
58 59
60
61 62