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
2201
$850K ﹤0.01%
18,632
+142
2202
$845K ﹤0.01%
1,005,119
-156,007
2203
$845K ﹤0.01%
60,298
-1,367
2204
$843K ﹤0.01%
97,727
+5,682
2205
$842K ﹤0.01%
17,905
+4,308
2206
$839K ﹤0.01%
26,454
-448
2207
$838K ﹤0.01%
73,338
-2,936
2208
$837K ﹤0.01%
56,836
-1,954
2209
$837K ﹤0.01%
7,906
-166
2210
$835K ﹤0.01%
40,992
-27,010
2211
$833K ﹤0.01%
46,554
2212
$832K ﹤0.01%
+52,644
2213
$832K ﹤0.01%
5,765
+2,059
2214
$831K ﹤0.01%
13,125
-627
2215
$830K ﹤0.01%
33,225
+610
2216
$828K ﹤0.01%
39,600
+1,013
2217
$824K ﹤0.01%
219,838
-5,438
2218
$823K ﹤0.01%
9,998
+1,067
2219
$823K ﹤0.01%
25,796
+250
2220
$823K ﹤0.01%
16,119
+994
2221
$823K ﹤0.01%
68,002
-55,096
2222
$822K ﹤0.01%
20,142
+3,894
2223
$822K ﹤0.01%
9,772
-82
2224
$821K ﹤0.01%
16,444
-7,030
2225
$820K ﹤0.01%
14,167
-939
87 88
89
90 91