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
1526
$2.13M ﹤0.01%
383,527
+27,810
1527
$2.13M ﹤0.01%
30,237
-10,600
1528
$2.13M ﹤0.01%
30,398
+4,027
1529
$2.12M ﹤0.01%
39,646
+2,194
1530
$2.12M ﹤0.01%
31,846
+2,698
1531
$2.12M ﹤0.01%
42,826
+6,350
1532
$2.12M ﹤0.01%
28,365
-1,257
1533
$2.12M ﹤0.01%
35,994
+26,538
1534
$2.12M ﹤0.01%
25,904
+649
1535
$2.11M ﹤0.01%
8,440
-2,433
1536
$2.1M ﹤0.01%
63,650
-31,646
1537
$2.1M ﹤0.01%
42,910
-9,109
1538
$2.1M ﹤0.01%
30,074
+16,208
1539
$2.09M ﹤0.01%
22,778
+4,773
1540
$2.09M ﹤0.01%
53,446
-4,655
1541
$2.09M ﹤0.01%
73,012
+45,318
1542
$2.08M ﹤0.01%
62,510
-1,566
1543
$2.08M ﹤0.01%
305,529
+52,518
1544
$2.07M ﹤0.01%
50,685
+7,660
1545
$2.07M ﹤0.01%
63,274
+39,423
1546
$2.07M ﹤0.01%
31,593
-436
1547
$2.07M ﹤0.01%
26,098
-1,871
1548
$2.06M ﹤0.01%
37,427
-1,785
1549
$2.06M ﹤0.01%
9,969
+229
1550
$2.06M ﹤0.01%
181,659
-5,471
60 61
62
63 64