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
2251
$782K ﹤0.01%
38,210
-507
2252
$781K ﹤0.01%
12,589
-1,460
2253
$781K ﹤0.01%
10,659
+1,094
2254
$779K ﹤0.01%
40,533
-1,701
2255
$778K ﹤0.01%
2,859
-249
2256
$778K ﹤0.01%
12,836
+3,376
2257
$778K ﹤0.01%
33,482
-945
2258
$777K ﹤0.01%
4,646
+32
2259
$775K ﹤0.01%
32,455
-12,013
2260
$774K ﹤0.01%
66,975
+7,206
2261
$774K ﹤0.01%
47,004
+10,396
2262
$772K ﹤0.01%
24,970
+1,902
2263
$769K ﹤0.01%
21,627
+7,532
2264
$769K ﹤0.01%
36,271
+2,093
2265
$769K ﹤0.01%
17,220
-41,293
2266
$768K ﹤0.01%
43,007
+3,315
2267
$768K ﹤0.01%
8,243
-279
2268
$766K ﹤0.01%
66,469
-9,587
2269
$766K ﹤0.01%
17,175
-110
2270
$764K ﹤0.01%
17,691
-16,565
2271
$763K ﹤0.01%
19,171
-6,614
2272
$762K ﹤0.01%
4,195
-366
2273
$761K ﹤0.01%
22,615
-138,514
2274
$760K ﹤0.01%
14,835
+2,800
2275
$760K ﹤0.01%
21,730
+8,754
89 90
91
92 93