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
2151
$901K ﹤0.01%
44,362
-37,611
2152
$901K ﹤0.01%
73,048
+9,105
2153
$898K ﹤0.01%
11,473
+652
2154
$898K ﹤0.01%
15,270
-2,532
2155
$897K ﹤0.01%
14,880
+7,573
2156
$897K ﹤0.01%
18,159
+940
2157
$896K ﹤0.01%
33,053
+4,114
2158
$895K ﹤0.01%
18,912
+1,347
2159
$895K ﹤0.01%
17,984
+1,606
2160
$892K ﹤0.01%
103,152
-3,228
2161
$891K ﹤0.01%
31,239
-897
2162
$890K ﹤0.01%
26,564
-329
2163
$888K ﹤0.01%
82,508
+20,631
2164
$887K ﹤0.01%
8,366
+118
2165
$885K ﹤0.01%
9,508
-419
2166
$883K ﹤0.01%
4,294
+139
2167
$882K ﹤0.01%
21,471
+8
2168
$881K ﹤0.01%
+41,672
2169
$881K ﹤0.01%
85,141
-20,282
2170
$880K ﹤0.01%
16,580
-818
2171
$880K ﹤0.01%
+47,379
2172
$879K ﹤0.01%
4,429
-759
2173
$878K ﹤0.01%
353,910
+768
2174
$877K ﹤0.01%
18,625
-5,857
2175
$876K ﹤0.01%
12,237
-498
85 86
87
88 89