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
1826
$1.41M ﹤0.01%
6,018
+2,486
1827
$1.41M ﹤0.01%
7,499
-220
1828
$1.41M ﹤0.01%
25,446
+7,086
1829
$1.41M ﹤0.01%
34,607
-29,233
1830
$1.4M ﹤0.01%
28,988
-36,347
1831
$1.4M ﹤0.01%
14,382
-2,611
1832
$1.4M ﹤0.01%
12,661
+1,014
1833
$1.4M ﹤0.01%
14,031
-4,124
1834
$1.4M ﹤0.01%
28,774
+1,037
1835
$1.39M ﹤0.01%
32,212
-4,323
1836
$1.39M ﹤0.01%
995
-111
1837
$1.39M ﹤0.01%
26,889
-486
1838
$1.39M ﹤0.01%
19,718
-38
1839
$1.39M ﹤0.01%
33,914
-51,679
1840
$1.38M ﹤0.01%
14,760
-2,505
1841
$1.38M ﹤0.01%
10,232
-3,170
1842
$1.38M ﹤0.01%
101,975
+45,777
1843
$1.38M ﹤0.01%
14,060
-3,635
1844
$1.37M ﹤0.01%
100,543
-990
1845
$1.37M ﹤0.01%
68,662
+7,420
1846
$1.37M ﹤0.01%
65,332
+35,992
1847
$1.36M ﹤0.01%
75,820
+33,476
1848
$1.36M ﹤0.01%
7,659
+3,086
1849
$1.36M ﹤0.01%
36,606
-5,380
1850
$1.36M ﹤0.01%
42,518
-3,756
72 73
74
75 76