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
1901
$1.27M ﹤0.01%
105,366
+557
1902
$1.26M ﹤0.01%
24,827
-2,880
1903
$1.26M ﹤0.01%
169,277
+8,507
1904
$1.26M ﹤0.01%
27,948
+899
1905
$1.26M ﹤0.01%
20,513
-767
1906
$1.26M ﹤0.01%
12,799
-21
1907
$1.26M ﹤0.01%
67,625
+7,662
1908
$1.26M ﹤0.01%
43,919
+2,270
1909
$1.26M ﹤0.01%
23,279
-189
1910
$1.26M ﹤0.01%
90,456
+29,106
1911
$1.26M ﹤0.01%
53,651
+2,208
1912
$1.26M ﹤0.01%
83,990
-8,069
1913
$1.25M ﹤0.01%
22,426
-1,670
1914
$1.25M ﹤0.01%
31,733
+2,313
1915
$1.25M ﹤0.01%
16,515
-677
1916
$1.25M ﹤0.01%
25,701
+1,357
1917
$1.24M ﹤0.01%
38,292
+2,244
1918
$1.24M ﹤0.01%
150,371
+619
1919
$1.24M ﹤0.01%
4,609
-61
1920
$1.24M ﹤0.01%
30,302
+6,774
1921
$1.24M ﹤0.01%
128,483
+24,937
1922
$1.24M ﹤0.01%
43,827
-319
1923
$1.24M ﹤0.01%
26,190
-1,699
1924
$1.24M ﹤0.01%
32,425
-4,903
1925
$1.24M ﹤0.01%
+41,050
75 76
77
78 79