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
1976
$1.15M ﹤0.01%
8,632
+2,582
1977
$1.15M ﹤0.01%
18,318
+1,106
1978
$1.15M ﹤0.01%
22,438
+393
1979
$1.14M ﹤0.01%
34,204
+5,592
1980
$1.14M ﹤0.01%
18,357
-4,316
1981
$1.14M ﹤0.01%
24,235
+7,910
1982
$1.14M ﹤0.01%
25,660
-6,783
1983
$1.13M ﹤0.01%
+23,838
1984
$1.13M ﹤0.01%
38,429
-2,283
1985
$1.13M ﹤0.01%
+24,124
1986
$1.13M ﹤0.01%
26,877
-18,468
1987
$1.13M ﹤0.01%
18,091
-620
1988
$1.13M ﹤0.01%
29,678
-45,113
1989
$1.13M ﹤0.01%
7,598
+255
1990
$1.13M ﹤0.01%
33,965
-1,243
1991
$1.13M ﹤0.01%
22,913
-255
1992
$1.13M ﹤0.01%
80,911
+12
1993
$1.12M ﹤0.01%
77,151
+3,565
1994
$1.12M ﹤0.01%
6,395
-228
1995
$1.12M ﹤0.01%
81,447
+2,747
1996
$1.11M ﹤0.01%
30,836
+7,624
1997
$1.11M ﹤0.01%
99,843
+1,072
1998
$1.11M ﹤0.01%
6,465
-140
1999
$1.11M ﹤0.01%
52,948
+3,132
2000
$1.11M ﹤0.01%
24,297
-7,032
78 79
80
81 82