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
1676
$1.74M ﹤0.01%
34,271
-10,683
1677
$1.74M ﹤0.01%
33,897
-1,428
1678
$1.74M ﹤0.01%
38,778
+2,908
1679
$1.74M ﹤0.01%
134,715
+22,996
1680
$1.74M ﹤0.01%
46,440
-4,450
1681
$1.74M ﹤0.01%
104,470
+20,038
1682
$1.73M ﹤0.01%
92,008
+6,838
1683
$1.73M ﹤0.01%
49,482
-7,524
1684
$1.73M ﹤0.01%
84,916
-704
1685
$1.73M ﹤0.01%
25,016
+6,193
1686
$1.73M ﹤0.01%
126,325
-1,764
1687
$1.72M ﹤0.01%
22,361
+241
1688
$1.72M ﹤0.01%
34,519
-3,806
1689
$1.72M ﹤0.01%
45,628
+3,232
1690
$1.72M ﹤0.01%
27,633
+2,838
1691
$1.71M ﹤0.01%
20,317
-4,970
1692
$1.71M ﹤0.01%
+66,362
1693
$1.71M ﹤0.01%
18,095
-113
1694
$1.71M ﹤0.01%
67,171
-20,938
1695
$1.7M ﹤0.01%
131,246
-27,531
1696
$1.7M ﹤0.01%
53,843
-6,982
1697
$1.7M ﹤0.01%
39,171
-3,640
1698
$1.7M ﹤0.01%
41,792
-6,483
1699
$1.7M ﹤0.01%
207,496
-8,920
1700
$1.69M ﹤0.01%
12,921
+1,827
66 67
68
69 70