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
151
$55.1M 0.13%
390,343
+589
152
$54.4M 0.13%
1,323,964
+157,632
153
$53.4M 0.12%
1,073,209
+91,995
154
$53.1M 0.12%
2,780,522
-90,533
155
$52.7M 0.12%
772,696
+32,075
156
$52.1M 0.12%
1,771,095
+571,019
157
$51.9M 0.12%
235,322
-12,399
158
$51.5M 0.12%
974,442
+23,107
159
$51.4M 0.12%
761,370
-161,780
160
$51.3M 0.12%
663,917
+2,328
161
$51M 0.12%
624,857
+9,581
162
$50.8M 0.12%
635,941
+74,433
163
$50.6M 0.12%
91,025
-10,187
164
$50.1M 0.12%
2,243,724
+226,539
165
$49.9M 0.11%
975,934
+118,392
166
$49.5M 0.11%
488,564
+7,241
167
$49.2M 0.11%
524,977
+13,721
168
$49.1M 0.11%
284,090
-9,358
169
$49.1M 0.11%
511,042
+28,121
170
$48.7M 0.11%
490,309
-43,552
171
$48.4M 0.11%
1,217,736
-510,196
172
$48.1M 0.11%
811,564
+785,087
173
$47.7M 0.11%
423,126
+40,897
174
$47.4M 0.11%
580,786
+40,358
175
$47.4M 0.11%
443,962
+21,268
5 6
7
8 9