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
2026
$1.07M ﹤0.01%
36,198
+297
2027
$1.07M ﹤0.01%
5,501
+412
2028
$1.07M ﹤0.01%
27,300
+5,002
2029
$1.07M ﹤0.01%
67,788
+2,274
2030
$1.06M ﹤0.01%
9,932
-1,843
2031
$1.06M ﹤0.01%
100,288
+28,324
2032
$1.06M ﹤0.01%
12,353
+664
2033
$1.06M ﹤0.01%
22,648
-1,218
2034
$1.06M ﹤0.01%
119,597
-5,500
2035
$1.06M ﹤0.01%
87,731
+51,163
2036
$1.06M ﹤0.01%
28,469
-2,406
2037
$1.06M ﹤0.01%
8,197
-1,357
2038
$1.06M ﹤0.01%
11,793
+257
2039
$1.05M ﹤0.01%
5,660
-729
2040
$1.05M ﹤0.01%
80,557
+9,318
2041
$1.05M ﹤0.01%
17,007
-6,559
2042
$1.05M ﹤0.01%
40,705
-3,933
2043
$1.05M ﹤0.01%
36,031
+6,452
2044
$1.05M ﹤0.01%
41,540
-301
2045
$1.05M ﹤0.01%
13,017
-4,369
2046
$1.05M ﹤0.01%
+34,712
2047
$1.05M ﹤0.01%
8,850
-1,308
2048
$1.05M ﹤0.01%
4,240
+349
2049
$1.05M ﹤0.01%
14,401
+19
2050
$1.04M ﹤0.01%
12,349
+1,193
80 81
82
83 84