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
1776
$1.53M ﹤0.01%
52,893
+17,947
1777
$1.53M ﹤0.01%
7,823
+178
1778
$1.53M ﹤0.01%
87,364
-1,031
1779
$1.52M ﹤0.01%
58,238
+788
1780
$1.52M ﹤0.01%
353,121
+5,874
1781
$1.52M ﹤0.01%
20,327
-685
1782
$1.52M ﹤0.01%
123,093
-41,249
1783
$1.52M ﹤0.01%
91,903
+5,270
1784
$1.52M ﹤0.01%
107,787
-6,191
1785
$1.52M ﹤0.01%
32,924
+1,557
1786
$1.51M ﹤0.01%
185,296
+5,625
1787
$1.51M ﹤0.01%
6,938
-132
1788
$1.51M ﹤0.01%
58,457
+13,611
1789
$1.51M ﹤0.01%
66,341
+13,792
1790
$1.51M ﹤0.01%
45,158
+980
1791
$1.51M ﹤0.01%
11,415
-368
1792
$1.5M ﹤0.01%
26,271
+14,305
1793
$1.5M ﹤0.01%
54,559
-7,356
1794
$1.5M ﹤0.01%
20,247
-217
1795
$1.5M ﹤0.01%
139,065
+17,494
1796
$1.5M ﹤0.01%
29,896
+6,653
1797
$1.49M ﹤0.01%
20,602
-10
1798
$1.49M ﹤0.01%
57,806
-15,002
1799
$1.48M ﹤0.01%
16,810
-328
1800
$1.48M ﹤0.01%
14,050
+2,104
70 71
72
73 74