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
2226
$819K ﹤0.01%
9,388
+4,381
2227
$819K ﹤0.01%
3,663
+1,222
2228
$818K ﹤0.01%
25,382
+2,336
2229
$817K ﹤0.01%
12,548
+740
2230
$816K ﹤0.01%
22,381
+3,114
2231
$815K ﹤0.01%
5,293
-631
2232
$814K ﹤0.01%
23,686
-1,325
2233
$813K ﹤0.01%
18,435
+10,537
2234
$812K ﹤0.01%
25,197
-2,023
2235
$810K ﹤0.01%
6,260
-80
2236
$810K ﹤0.01%
32,513
+3,235
2237
$807K ﹤0.01%
27,552
+2,361
2238
$806K ﹤0.01%
3,153
-62
2239
$805K ﹤0.01%
55,236
+1,102
2240
$803K ﹤0.01%
9,622
+851
2241
$801K ﹤0.01%
55,932
+8,838
2242
$799K ﹤0.01%
10,741
-2,190
2243
$799K ﹤0.01%
18,148
-1,231
2244
$796K ﹤0.01%
33,816
+399
2245
$793K ﹤0.01%
18,216
-4,201
2246
$791K ﹤0.01%
36,100
-7,224
2247
$790K ﹤0.01%
160,242
-48,758
2248
$787K ﹤0.01%
37,111
+516
2249
$784K ﹤0.01%
133,462
+52,344
2250
$783K ﹤0.01%
103,730
-11,403
88 89
90
91 92