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
176
$47.3M 0.11%
279,138
+3,826
177
$47.2M 0.11%
486,080
+45,813
178
$46.9M 0.11%
219,532
-15,870
179
$46.6M 0.11%
365,790
+705
180
$46.5M 0.11%
978,900
-128,652
181
$46.5M 0.11%
495,352
+14,056
182
$46.3M 0.11%
380,225
+1,898
183
$45.7M 0.11%
122,377
-7,550
184
$45.6M 0.11%
145,530
-10,769
185
$45.6M 0.11%
1,001,756
+17,471
186
$45.6M 0.1%
872,886
-419,798
187
$45.2M 0.1%
604,521
+13,362
188
$45.2M 0.1%
940,225
+140,132
189
$45.1M 0.1%
778,124
-524,691
190
$45M 0.1%
221,499
-2,828
191
$44.8M 0.1%
370,087
-19,901
192
$44.1M 0.1%
429,164
-41,600
193
$44M 0.1%
398,770
+7,624
194
$43.9M 0.1%
260,132
+5,579
195
$43.9M 0.1%
177,880
+30,899
196
$43.7M 0.1%
1,051,971
+34,876
197
$43.6M 0.1%
435,200
-21,621
198
$43.5M 0.1%
860,754
+40,652
199
$43.1M 0.1%
414,828
-55,470
200
$42.6M 0.1%
135,529
+10,850
6 7
8
9 10