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
201
$42.5M 0.1%
185,060
+8,218
202
$42.3M 0.1%
1,257,360
+14,442
203
$41.9M 0.1%
53,201
-1,113
204
$41.8M 0.1%
184,761
-5,747
205
$41.7M 0.1%
304,508
-5,943
206
$41.6M 0.1%
228,744
-70,273
207
$41.5M 0.1%
290,845
+25,307
208
$41.5M 0.1%
1,059,442
-52,998
209
$41.4M 0.1%
569,691
+96,012
210
$41.2M 0.09%
76,990
+13,471
211
$41M 0.09%
528,511
-6,197
212
$40.7M 0.09%
575,209
+39,522
213
$40.1M 0.09%
336,317
-139,872
214
$39.9M 0.09%
89,562
+306
215
$39.7M 0.09%
249,814
-30,540
216
$39.4M 0.09%
459,546
-1,751
217
$39.2M 0.09%
201,746
+1,561
218
$39.2M 0.09%
444,753
+15,649
219
$38.9M 0.09%
592,808
+38,692
220
$37.7M 0.09%
776,656
-28,163
221
$37.5M 0.09%
1,054,649
-320,807
222
$37.5M 0.09%
1,031,872
+342,418
223
$37.4M 0.09%
360,652
+9,659
224
$37.2M 0.09%
626,853
-41,156
225
$37M 0.09%
508,475
+39,486
7 8
9
10 11