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
1551
$2.06M ﹤0.01%
53,760
+32,463
1552
$2.06M ﹤0.01%
74,434
-11,348
1553
$2.06M ﹤0.01%
59,188
-1,177
1554
$2.06M ﹤0.01%
13,013
+1,022
1555
$2.05M ﹤0.01%
17,391
-2,931
1556
$2.05M ﹤0.01%
179,534
+3,511
1557
$2.05M ﹤0.01%
117,826
+14,052
1558
$2.05M ﹤0.01%
48,337
-4,546
1559
$2.04M ﹤0.01%
19,101
+402
1560
$2.04M ﹤0.01%
28,542
+5,740
1561
$2.04M ﹤0.01%
32,215
+196
1562
$2.03M ﹤0.01%
49,012
+5,477
1563
$2.03M ﹤0.01%
69,703
-3,446
1564
$2.03M ﹤0.01%
5,316
+437
1565
$2.02M ﹤0.01%
10,425
-1,376
1566
$2.02M ﹤0.01%
7,691
+600
1567
$2.01M ﹤0.01%
102,773
+694
1568
$2.01M ﹤0.01%
17,256
-4,305
1569
$2.01M ﹤0.01%
9,151
+4,958
1570
$2.01M ﹤0.01%
78,986
-1,499
1571
$2M ﹤0.01%
12,520
+4,122
1572
$2M ﹤0.01%
236,932
+10,487
1573
$2M ﹤0.01%
69,397
+671
1574
$1.99M ﹤0.01%
124,992
+57,354
1575
$1.99M ﹤0.01%
91,093
-7,822
61 62
63
64 65