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
1751
$1.58M ﹤0.01%
18,634
-804
1752
$1.58M ﹤0.01%
5,299
-2,100
1753
$1.58M ﹤0.01%
29,702
-1,347
1754
$1.57M ﹤0.01%
6,510
-11
1755
$1.57M ﹤0.01%
31,530
+19,527
1756
$1.57M ﹤0.01%
+61,014
1757
$1.57M ﹤0.01%
71,739
+20,819
1758
$1.57M ﹤0.01%
31,558
-1,297
1759
$1.57M ﹤0.01%
88,728
-8,583
1760
$1.56M ﹤0.01%
37,762
+26,272
1761
$1.56M ﹤0.01%
35,680
+5,884
1762
$1.55M ﹤0.01%
35,463
-122
1763
$1.55M ﹤0.01%
31,449
+352
1764
$1.55M ﹤0.01%
35,545
-795
1765
$1.55M ﹤0.01%
33,406
-16,311
1766
$1.55M ﹤0.01%
28,264
+1,479
1767
$1.55M ﹤0.01%
34,187
+6,169
1768
$1.54M ﹤0.01%
154,015
+44,131
1769
$1.54M ﹤0.01%
115,194
+21,417
1770
$1.54M ﹤0.01%
123,638
+24,565
1771
$1.54M ﹤0.01%
41,332
+1,748
1772
$1.54M ﹤0.01%
83,222
+1,164
1773
$1.53M ﹤0.01%
35,222
+523
1774
$1.53M ﹤0.01%
64,619
+27,041
1775
$1.53M ﹤0.01%
183,678
+17,029
69 70
71
72 73