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
2101
$964K ﹤0.01%
29,958
+716
2102
$963K ﹤0.01%
122,465
-34,522
2103
$963K ﹤0.01%
11,692
-4,357
2104
$962K ﹤0.01%
18,428
+2,525
2105
$961K ﹤0.01%
16,959
+11,387
2106
$958K ﹤0.01%
19,297
-807
2107
$958K ﹤0.01%
24,885
-494
2108
$951K ﹤0.01%
25,513
-1,695
2109
$950K ﹤0.01%
53,425
-9,652
2110
$948K ﹤0.01%
17,438
-4,634
2111
$948K ﹤0.01%
177,147
-35,762
2112
$945K ﹤0.01%
77,330
-28,289
2113
$943K ﹤0.01%
41,158
+6,850
2114
$942K ﹤0.01%
+42,454
2115
$941K ﹤0.01%
14,468
+864
2116
$940K ﹤0.01%
27,169
+3,268
2117
$939K ﹤0.01%
21,550
-10,516
2118
$936K ﹤0.01%
2,013,900
+10,000
2119
$936K ﹤0.01%
36,324
+13,731
2120
$936K ﹤0.01%
35,872
-9,524
2121
$934K ﹤0.01%
16,694
-841
2122
$933K ﹤0.01%
34,672
+47
2123
$932K ﹤0.01%
20,623
-1,574
2124
$930K ﹤0.01%
49,456
-9,391
2125
$929K ﹤0.01%
3,488
-1,788
83 84
85
86 87