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
2076
$1.01M ﹤0.01%
16,090
-468
2077
$1.01M ﹤0.01%
4,578
+2,056
2078
$1.01M ﹤0.01%
48,930
+270
2079
$1M ﹤0.01%
39,506
+2,164
2080
$1M ﹤0.01%
90,448
-910
2081
$1M ﹤0.01%
36,674
+216
2082
$996K ﹤0.01%
11,599
+629
2083
$992K ﹤0.01%
72,125
+1,553
2084
$989K ﹤0.01%
60,868
+27,765
2085
$986K ﹤0.01%
5,331
-3,413
2086
$986K ﹤0.01%
4,899
-2,003
2087
$984K ﹤0.01%
33,251
+246
2088
$983K ﹤0.01%
13,282
+558
2089
$982K ﹤0.01%
25,301
-4,375
2090
$979K ﹤0.01%
7,112
+519
2091
$978K ﹤0.01%
8,424
-530
2092
$977K ﹤0.01%
59,537
-3,009
2093
$975K ﹤0.01%
3,862
+48
2094
$974K ﹤0.01%
23,832
+3,860
2095
$971K ﹤0.01%
20,204
-918
2096
$969K ﹤0.01%
21,203
-19,585
2097
$968K ﹤0.01%
29,427
-222
2098
$967K ﹤0.01%
18,891
-8,712
2099
$966K ﹤0.01%
5,815
-289
2100
$964K ﹤0.01%
43,761
+10,135
82 83
84
85 86