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
1651
$1.79M ﹤0.01%
44,262
-3,508
1652
$1.78M ﹤0.01%
58,583
-20,943
1653
$1.78M ﹤0.01%
152,352
+48,502
1654
$1.78M ﹤0.01%
121,518
+6,865
1655
$1.78M ﹤0.01%
61,314
-1,772
1656
$1.77M ﹤0.01%
35,297
+497
1657
$1.77M ﹤0.01%
88,654
+897
1658
$1.77M ﹤0.01%
100,516
+24,764
1659
$1.76M ﹤0.01%
4,102
+597
1660
$1.76M ﹤0.01%
206,654
+6,749
1661
$1.76M ﹤0.01%
11,549
-649
1662
$1.76M ﹤0.01%
47,705
-6,525
1663
$1.76M ﹤0.01%
13,061
-464
1664
$1.76M ﹤0.01%
61,908
-7,080
1665
$1.76M ﹤0.01%
37,466
+353
1666
$1.75M ﹤0.01%
234,209
-2,057
1667
$1.75M ﹤0.01%
46,035
+8,608
1668
$1.75M ﹤0.01%
62,164
-1,599
1669
$1.75M ﹤0.01%
102,128
+3,988
1670
$1.75M ﹤0.01%
30,901
+8,764
1671
$1.75M ﹤0.01%
36,827
+15,705
1672
$1.74M ﹤0.01%
32,407
-3,726
1673
$1.74M ﹤0.01%
29,113
-316
1674
$1.74M ﹤0.01%
9,288
+209
1675
$1.74M ﹤0.01%
9,945
+5
65 66
67
68 69