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
1876
$1.3M ﹤0.01%
14,886
+1,191
1877
$1.3M ﹤0.01%
62,837
+10,833
1878
$1.3M ﹤0.01%
12,518
+2,927
1879
$1.3M ﹤0.01%
32,796
+6,494
1880
$1.29M ﹤0.01%
6,596
-3,798
1881
$1.29M ﹤0.01%
44,645
-4,951
1882
$1.29M ﹤0.01%
26,800
+788
1883
$1.29M ﹤0.01%
36,623
-473
1884
$1.29M ﹤0.01%
51,443
-3,903
1885
$1.28M ﹤0.01%
28,278
+151
1886
$1.28M ﹤0.01%
25,156
-2,681
1887
$1.28M ﹤0.01%
129,407
+1,827
1888
$1.28M ﹤0.01%
12,529
+1,431
1889
$1.28M ﹤0.01%
41,996
+1,301
1890
$1.28M ﹤0.01%
21,768
-1,954
1891
$1.28M ﹤0.01%
11,747
+788
1892
$1.28M ﹤0.01%
42,757
-1,868
1893
$1.27M ﹤0.01%
36,047
-3,566
1894
$1.27M ﹤0.01%
8,780
-319
1895
$1.27M ﹤0.01%
25,502
-6,741
1896
$1.27M ﹤0.01%
6,892
-47
1897
$1.27M ﹤0.01%
10,864
-5,903
1898
$1.27M ﹤0.01%
22,443
+8
1899
$1.27M ﹤0.01%
17,797
-871
1900
$1.27M ﹤0.01%
30,525
+903
74 75
76
77 78