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
1726
$1.63M ﹤0.01%
156,652
-26,473
1727
$1.63M ﹤0.01%
16,252
+3,545
1728
$1.63M ﹤0.01%
65,652
-36,014
1729
$1.62M ﹤0.01%
13,012
-573
1730
$1.62M ﹤0.01%
54,667
-7,090
1731
$1.62M ﹤0.01%
23,097
+698
1732
$1.62M ﹤0.01%
35,842
-581
1733
$1.62M ﹤0.01%
51,282
+632
1734
$1.62M ﹤0.01%
14,900
+3,990
1735
$1.61M ﹤0.01%
43,488
+5,677
1736
$1.61M ﹤0.01%
74,552
-969
1737
$1.61M ﹤0.01%
21,055
-993
1738
$1.6M ﹤0.01%
19,140
+1,969
1739
$1.6M ﹤0.01%
42,193
-182
1740
$1.6M ﹤0.01%
46,275
+4,646
1741
$1.6M ﹤0.01%
3,789
+708
1742
$1.6M ﹤0.01%
38,804
+1,609
1743
$1.6M ﹤0.01%
25,368
+747
1744
$1.59M ﹤0.01%
85,579
+24,595
1745
$1.59M ﹤0.01%
24,308
-1,177
1746
$1.59M ﹤0.01%
49,287
+18,240
1747
$1.59M ﹤0.01%
20,348
+747
1748
$1.59M ﹤0.01%
84,401
-8,754
1749
$1.59M ﹤0.01%
22,567
+1,351
1750
$1.59M ﹤0.01%
176,707
+57,242
68 69
70
71 72