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
2051
$1.04M ﹤0.01%
17,958
+13,236
2052
$1.04M ﹤0.01%
9,504
+2,350
2053
$1.04M ﹤0.01%
30,728
-8,196
2054
$1.04M ﹤0.01%
24,032
+1,718
2055
$1.04M ﹤0.01%
59,025
+2,174
2056
$1.04M ﹤0.01%
59,696
+1,636
2057
$1.04M ﹤0.01%
42,461
-589
2058
$1.03M ﹤0.01%
15,807
+2,263
2059
$1.03M ﹤0.01%
45,573
+17,156
2060
$1.03M ﹤0.01%
13,407
-3,390
2061
$1.03M ﹤0.01%
96,357
+6,443
2062
$1.03M ﹤0.01%
88,396
-4,614
2063
$1.03M ﹤0.01%
15,844
+1,022
2064
$1.03M ﹤0.01%
18,612
-1,014
2065
$1.03M ﹤0.01%
30,950
+12,676
2066
$1.03M ﹤0.01%
50,521
-646
2067
$1.02M ﹤0.01%
29,761
-6,255
2068
$1.02M ﹤0.01%
13,024
-2,607
2069
$1.02M ﹤0.01%
18,636
-482
2070
$1.02M ﹤0.01%
37,032
+5,108
2071
$1.02M ﹤0.01%
9,573
+53
2072
$1.01M ﹤0.01%
42,236
-62
2073
$1.01M ﹤0.01%
9,313
-8,037
2074
$1.01M ﹤0.01%
70,086
+2,922
2075
$1.01M ﹤0.01%
20,150
+10,312
81 82
83
84 85