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
1951
$1.19M ﹤0.01%
100,017
+4,840
1952
$1.19M ﹤0.01%
36,803
+115
1953
$1.19M ﹤0.01%
84,366
+8,216
1954
$1.19M ﹤0.01%
41,956
+20,509
1955
$1.19M ﹤0.01%
18,625
+13,645
1956
$1.18M ﹤0.01%
19,631
-675
1957
$1.18M ﹤0.01%
75,040
+7,489
1958
$1.18M ﹤0.01%
5,655
-2,769
1959
$1.18M ﹤0.01%
8,274
-998
1960
$1.17M ﹤0.01%
51,255
+7,916
1961
$1.17M ﹤0.01%
15,465
-1,833
1962
$1.17M ﹤0.01%
23,432
-7,531
1963
$1.17M ﹤0.01%
6,953
-537
1964
$1.17M ﹤0.01%
19,070
+2,780
1965
$1.16M ﹤0.01%
40,408
+29,527
1966
$1.16M ﹤0.01%
157,647
-8,544
1967
$1.16M ﹤0.01%
172,154
-6,696
1968
$1.16M ﹤0.01%
41,396
+4,645
1969
$1.16M ﹤0.01%
63,787
-5,241
1970
$1.16M ﹤0.01%
80,650
+1,421
1971
$1.16M ﹤0.01%
24,581
+4,389
1972
$1.16M ﹤0.01%
211,770
-37,023
1973
$1.15M ﹤0.01%
35,615
-3,082
1974
$1.15M ﹤0.01%
18,507
-2,890
1975
$1.15M ﹤0.01%
12,789
-595
77 78
79
80 81