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
1501
$2.18M 0.01%
64,216
+37,201
1502
$2.17M 0.01%
91,147
-61,727
1503
$2.17M 0.01%
33,936
+805
1504
$2.16M 0.01%
21,181
-1,498
1505
$2.16M 0.01%
126,238
+21,947
1506
$2.16M 0.01%
44,461
-3,560
1507
$2.16M 0.01%
96,878
-3,332
1508
$2.16M 0.01%
214,351
-7,538
1509
$2.16M 0.01%
42,598
-19,920
1510
$2.16M 0.01%
188,421
+28,782
1511
$2.16M 0.01%
4,599
+53
1512
$2.16M 0.01%
92,661
+9,480
1513
$2.16M 0.01%
225,215
+3,020
1514
$2.16M 0.01%
84,919
+61,247
1515
$2.16M 0.01%
284
+88
1516
$2.15M ﹤0.01%
152,962
+10,870
1517
$2.14M ﹤0.01%
57,704
-34,508
1518
$2.14M ﹤0.01%
17,288
+997
1519
$2.14M ﹤0.01%
42,796
+1,757
1520
$2.14M ﹤0.01%
18,520
-4,398
1521
$2.14M ﹤0.01%
44,485
+499
1522
$2.13M ﹤0.01%
22,055
-2,183
1523
$2.13M ﹤0.01%
32,701
+569
1524
$2.13M ﹤0.01%
36,989
+2,208
1525
$2.13M ﹤0.01%
43,345
+12,554
59 60
61
62 63