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
1576
$1.99M ﹤0.01%
65,031
+29,354
1577
$1.99M ﹤0.01%
69,718
+24,052
1578
$1.99M ﹤0.01%
175,862
+655
1579
$1.99M ﹤0.01%
335,487
-9,495
1580
$1.99M ﹤0.01%
33,939
-859
1581
$1.98M ﹤0.01%
12,314
-169
1582
$1.98M ﹤0.01%
41,738
-66
1583
$1.98M ﹤0.01%
487,696
+43,328
1584
$1.98M ﹤0.01%
72,745
+27,281
1585
$1.97M ﹤0.01%
43,437
+11,295
1586
$1.97M ﹤0.01%
37,659
+409
1587
$1.97M ﹤0.01%
76,129
+22,828
1588
$1.97M ﹤0.01%
124,492
-1,707
1589
$1.96M ﹤0.01%
6,167
+493
1590
$1.96M ﹤0.01%
54,923
-3,057
1591
$1.96M ﹤0.01%
83,980
+12,455
1592
$1.95M ﹤0.01%
53,884
-2,838
1593
$1.95M ﹤0.01%
62,805
+3,171
1594
$1.95M ﹤0.01%
59,527
-22,950
1595
$1.95M ﹤0.01%
61,101
+15,346
1596
$1.95M ﹤0.01%
26,768
+1,425
1597
$1.95M ﹤0.01%
70,491
+6,769
1598
$1.95M ﹤0.01%
131,688
-6,088
1599
$1.95M ﹤0.01%
43,528
+2,843
1600
$1.94M ﹤0.01%
95,398
+2,276
62 63
64
65 66