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
2176
$873K ﹤0.01%
44,429
+2,062
2177
$873K ﹤0.01%
18,961
-5,228
2178
$871K ﹤0.01%
92,935
+14,222
2179
$871K ﹤0.01%
10,171
+2,161
2180
$868K ﹤0.01%
14,327
-932
2181
$867K ﹤0.01%
33,355
-91
2182
$866K ﹤0.01%
31,918
+1,368
2183
$865K ﹤0.01%
36,114
-245
2184
$864K ﹤0.01%
126,631
-44,320
2185
$864K ﹤0.01%
41,333
-1,717
2186
$863K ﹤0.01%
17,751
+644
2187
$863K ﹤0.01%
6,473
-604
2188
$863K ﹤0.01%
5,441
+268
2189
$860K ﹤0.01%
60,835
+18,285
2190
$859K ﹤0.01%
19,887
+15
2191
$858K ﹤0.01%
1,582
+27
2192
$858K ﹤0.01%
24,387
-4,999
2193
$857K ﹤0.01%
73,407
-556
2194
$857K ﹤0.01%
57,563
+31,822
2195
$857K ﹤0.01%
18,031
-2,645
2196
$855K ﹤0.01%
7,213
-672
2197
$855K ﹤0.01%
+32,995
2198
$855K ﹤0.01%
10,677
+11
2199
$854K ﹤0.01%
24,032
-915
2200
$854K ﹤0.01%
25,729
+6,776
86 87
88
89 90