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
2126
$929K ﹤0.01%
74,378
+1,069
2127
$929K ﹤0.01%
27,546
+6,975
2128
$928K ﹤0.01%
113,439
-1,312
2129
$928K ﹤0.01%
7,709
-2,180
2130
$926K ﹤0.01%
14,503
+305
2131
$925K ﹤0.01%
8,594
-1,745
2132
$925K ﹤0.01%
22,476
+2,665
2133
$925K ﹤0.01%
53,606
-1,287
2134
$924K ﹤0.01%
41,696
-64,394
2135
$924K ﹤0.01%
24,444
+4,738
2136
$923K ﹤0.01%
12,683
-112
2137
$921K ﹤0.01%
37,200
-3,564
2138
$921K ﹤0.01%
100,781
-37,887
2139
$918K ﹤0.01%
15,836
-34
2140
$915K ﹤0.01%
36,480
-8,230
2141
$914K ﹤0.01%
6,646
+3,528
2142
$913K ﹤0.01%
24,474
+5,186
2143
$912K ﹤0.01%
28,815
-6,399
2144
$911K ﹤0.01%
42,854
-10,437
2145
$908K ﹤0.01%
8,326
+850
2146
$908K ﹤0.01%
25,837
+4,271
2147
$908K ﹤0.01%
18,229
+18
2148
$908K ﹤0.01%
32,630
-9,937
2149
$903K ﹤0.01%
28,840
+5,826
2150
$902K ﹤0.01%
16,453
+286
84 85
86
87 88