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
1701
$1.69M ﹤0.01%
87,962
+4,309
1702
$1.68M ﹤0.01%
23,513
+90
1703
$1.68M ﹤0.01%
44,010
+1,872
1704
$1.68M ﹤0.01%
158,383
-1,013
1705
$1.67M ﹤0.01%
302,820
-6,966
1706
$1.67M ﹤0.01%
132,852
+1,236
1707
$1.67M ﹤0.01%
55,354
+21,203
1708
$1.66M ﹤0.01%
105,574
+46,812
1709
$1.66M ﹤0.01%
45,134
-3,200
1710
$1.66M ﹤0.01%
57,341
+8,094
1711
$1.66M ﹤0.01%
329,481
-35,747
1712
$1.66M ﹤0.01%
17,806
+452
1713
$1.66M ﹤0.01%
37,700
+1,161
1714
$1.66M ﹤0.01%
22,925
+4,958
1715
$1.66M ﹤0.01%
27,850
+1,631
1716
$1.66M ﹤0.01%
44,774
+971
1717
$1.66M ﹤0.01%
42,185
-3,100
1718
$1.65M ﹤0.01%
13,492
-4,980
1719
$1.64M ﹤0.01%
30,315
-7,058
1720
$1.64M ﹤0.01%
26,683
+3,273
1721
$1.64M ﹤0.01%
20,327
-375
1722
$1.64M ﹤0.01%
17,123
+6,203
1723
$1.63M ﹤0.01%
82,122
-6,023
1724
$1.63M ﹤0.01%
51,905
-4,978
1725
$1.63M ﹤0.01%
13,788
+697
67 68
69
70 71