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
1601
$1.94M ﹤0.01%
62,815
+20,639
1602
$1.94M ﹤0.01%
22,244
+1,309
1603
$1.94M ﹤0.01%
71,469
-13,182
1604
$1.94M ﹤0.01%
+37,301
1605
$1.93M ﹤0.01%
75,209
+42,823
1606
$1.93M ﹤0.01%
1,144
-100
1607
$1.92M ﹤0.01%
51,561
+2,811
1608
$1.92M ﹤0.01%
18,384
+3,358
1609
$1.92M ﹤0.01%
6,308
+186
1610
$1.91M ﹤0.01%
13,073
+4,158
1611
$1.91M ﹤0.01%
25,572
+2,368
1612
$1.91M ﹤0.01%
85,243
+1,400
1613
$1.91M ﹤0.01%
77,812
-1,701
1614
$1.9M ﹤0.01%
80,189
-631
1615
$1.9M ﹤0.01%
93,270
+11,958
1616
$1.9M ﹤0.01%
60,096
-6,538
1617
$1.89M ﹤0.01%
33,537
-1,218
1618
$1.89M ﹤0.01%
61,847
+18,186
1619
$1.89M ﹤0.01%
37,513
+344
1620
$1.88M ﹤0.01%
67,277
-27,236
1621
$1.87M ﹤0.01%
95,108
+7,129
1622
$1.87M ﹤0.01%
74,278
-5,736
1623
$1.86M ﹤0.01%
70,940
+33,511
1624
$1.86M ﹤0.01%
68,885
+2,585
1625
$1.86M ﹤0.01%
82,215
-2,588
63 64
65
66 67