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
1926
$1.23M ﹤0.01%
4,153
+269
1927
$1.23M ﹤0.01%
17,652
+2,206
1928
$1.23M ﹤0.01%
21,255
-2,473
1929
$1.23M ﹤0.01%
11,907
+5,069
1930
$1.23M ﹤0.01%
50,022
-6,863
1931
$1.22M ﹤0.01%
98,895
-330
1932
$1.22M ﹤0.01%
48,481
+23,596
1933
$1.22M ﹤0.01%
11,119
+506
1934
$1.22M ﹤0.01%
6,084
+1,162
1935
$1.21M ﹤0.01%
58,599
+1,378
1936
$1.21M ﹤0.01%
26,359
-370
1937
$1.21M ﹤0.01%
8,690
+190
1938
$1.21M ﹤0.01%
51,044
+1,633
1939
$1.21M ﹤0.01%
19,256
-4,550
1940
$1.21M ﹤0.01%
194,417
+50,837
1941
$1.21M ﹤0.01%
49,356
-2,445
1942
$1.2M ﹤0.01%
4,143
-492
1943
$1.2M ﹤0.01%
10,468
-583
1944
$1.2M ﹤0.01%
11,617
+97
1945
$1.19M ﹤0.01%
2,773
-96
1946
$1.19M ﹤0.01%
59,745
+1,220
1947
$1.19M ﹤0.01%
14,656
-3,612
1948
$1.19M ﹤0.01%
3,088
-872
1949
$1.19M ﹤0.01%
15,974
+5,769
1950
$1.19M ﹤0.01%
31,483
+8
76 77
78
79 80