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
1801
$1.48M ﹤0.01%
27,320
+15,366
1802
$1.48M ﹤0.01%
13,524
-1,063
1803
$1.48M ﹤0.01%
73,538
+2,092
1804
$1.47M ﹤0.01%
+38,530
1805
$1.47M ﹤0.01%
73,148
-1,738
1806
$1.45M ﹤0.01%
48,526
-11,886
1807
$1.45M ﹤0.01%
27,686
+8,708
1808
$1.45M ﹤0.01%
26,838
-7,262
1809
$1.45M ﹤0.01%
43,814
+2,742
1810
$1.45M ﹤0.01%
32,288
+527
1811
$1.45M ﹤0.01%
48,829
-11,057
1812
$1.44M ﹤0.01%
174,576
-59,212
1813
$1.44M ﹤0.01%
12,149
+1,341
1814
$1.44M ﹤0.01%
120,777
+3,387
1815
$1.43M ﹤0.01%
19,660
+445
1816
$1.43M ﹤0.01%
47,119
-259,631
1817
$1.43M ﹤0.01%
15,078
-4,329
1818
$1.43M ﹤0.01%
71,249
+10,750
1819
$1.43M ﹤0.01%
132,025
+2,657
1820
$1.43M ﹤0.01%
+57,942
1821
$1.42M ﹤0.01%
24,567
+295
1822
$1.42M ﹤0.01%
9,976
+2,137
1823
$1.42M ﹤0.01%
8,013
-16
1824
$1.42M ﹤0.01%
281,019
+32,800
1825
$1.42M ﹤0.01%
105,196
+2,037
71 72
73
74 75