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
1626
$1.86M ﹤0.01%
9,721
+2,053
1627
$1.86M ﹤0.01%
92,530
+5,941
1628
$1.86M ﹤0.01%
24,759
-4,873
1629
$1.86M ﹤0.01%
19,568
-1,601
1630
$1.86M ﹤0.01%
62,319
-9,326
1631
$1.85M ﹤0.01%
3,462
+117
1632
$1.85M ﹤0.01%
36,132
+3,143
1633
$1.85M ﹤0.01%
+34,891
1634
$1.84M ﹤0.01%
42,943
+777
1635
$1.84M ﹤0.01%
120,085
+8,378
1636
$1.84M ﹤0.01%
923,715
+22,405
1637
$1.83M ﹤0.01%
55,491
-346
1638
$1.83M ﹤0.01%
50,131
+24,510
1639
$1.83M ﹤0.01%
61,847
-3,182
1640
$1.82M ﹤0.01%
38,099
+1,127
1641
$1.82M ﹤0.01%
43,869
+544
1642
$1.82M ﹤0.01%
16,811
-2,889
1643
$1.82M ﹤0.01%
49,076
+839
1644
$1.81M ﹤0.01%
27,893
+561
1645
$1.81M ﹤0.01%
53,993
-445
1646
$1.8M ﹤0.01%
134,521
+18,342
1647
$1.8M ﹤0.01%
76,733
+9,080
1648
$1.8M ﹤0.01%
130,621
-1,269
1649
$1.8M ﹤0.01%
75,575
-115
1650
$1.79M ﹤0.01%
43,128
-2,812
64 65
66
67 68