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
2001
$1.1M ﹤0.01%
56,740
+6,480
2002
$1.1M ﹤0.01%
7,612
+4,364
2003
$1.1M ﹤0.01%
44,481
-76,825
2004
$1.1M ﹤0.01%
66,712
-5,468
2005
$1.1M ﹤0.01%
28,958
+19,112
2006
$1.1M ﹤0.01%
57,812
-947
2007
$1.1M ﹤0.01%
6,392
+3,553
2008
$1.1M ﹤0.01%
32,323
-790
2009
$1.09M ﹤0.01%
12,048
-904
2010
$1.09M ﹤0.01%
73,864
+27,991
2011
$1.09M ﹤0.01%
33,408
+13,764
2012
$1.09M ﹤0.01%
9,882
+379
2013
$1.09M ﹤0.01%
5,476
+81
2014
$1.09M ﹤0.01%
97,087
+31,708
2015
$1.08M ﹤0.01%
272,596
+89,450
2016
$1.08M ﹤0.01%
25,965
+5,955
2017
$1.08M ﹤0.01%
36,896
+1,636
2018
$1.08M ﹤0.01%
2,267
-5
2019
$1.07M ﹤0.01%
32,353
+322
2020
$1.07M ﹤0.01%
7,280
-505
2021
$1.07M ﹤0.01%
17,554
+3,152
2022
$1.07M ﹤0.01%
+42,034
2023
$1.07M ﹤0.01%
+52,292
2024
$1.07M ﹤0.01%
27,526
+3,773
2025
$1.07M ﹤0.01%
46,029
+2,307
79 80
81
82 83