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
1851
$1.36M ﹤0.01%
127,071
-1,215
1852
$1.35M ﹤0.01%
22,380
-7,834
1853
$1.35M ﹤0.01%
63,047
+21,698
1854
$1.34M ﹤0.01%
13,882
+1,717
1855
$1.34M ﹤0.01%
67,861
-8,340
1856
$1.34M ﹤0.01%
8,420
-640
1857
$1.34M ﹤0.01%
+26,849
1858
$1.34M ﹤0.01%
53,964
+168
1859
$1.34M ﹤0.01%
10,849
+342
1860
$1.34M ﹤0.01%
30,379
-2,696
1861
$1.33M ﹤0.01%
28,079
-51,068
1862
$1.33M ﹤0.01%
33,065
-495
1863
$1.32M ﹤0.01%
13,467
-3,764
1864
$1.32M ﹤0.01%
24,932
-418
1865
$1.32M ﹤0.01%
23,972
-1,122
1866
$1.32M ﹤0.01%
35,099
-513
1867
$1.32M ﹤0.01%
10,845
-1,436
1868
$1.31M ﹤0.01%
65,251
-1,939
1869
$1.31M ﹤0.01%
38,561
-3,650
1870
$1.31M ﹤0.01%
50,529
-4,271
1871
$1.31M ﹤0.01%
87,116
+1,781
1872
$1.31M ﹤0.01%
8,705
-2,401
1873
$1.31M ﹤0.01%
1,779
-325
1874
$1.31M ﹤0.01%
12,228
-368
1875
$1.31M ﹤0.01%
70,136
+5,158
73 74
75
76 77