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
2276
$758K ﹤0.01%
314,519
+3,115
2277
$757K ﹤0.01%
15,671
-579
2278
$754K ﹤0.01%
7,927
+15
2279
$751K ﹤0.01%
18,504
-3,122
2280
$750K ﹤0.01%
+19,019
2281
$750K ﹤0.01%
11,307
-808
2282
$749K ﹤0.01%
4,984
+1,885
2283
$748K ﹤0.01%
10,325
+263
2284
$747K ﹤0.01%
8,719
-377
2285
$746K ﹤0.01%
9,218
+284
2286
$745K ﹤0.01%
11,907
+2,575
2287
$745K ﹤0.01%
6,910
-1,411
2288
$744K ﹤0.01%
8,662
+5,572
2289
$743K ﹤0.01%
25,575
-298
2290
$743K ﹤0.01%
74,927
+9,911
2291
$742K ﹤0.01%
33,034
-1,491
2292
$741K ﹤0.01%
7,903
-1,452
2293
$739K ﹤0.01%
7,407
-1,789
2294
$739K ﹤0.01%
42,713
+3,700
2295
$738K ﹤0.01%
7,813
+583
2296
$738K ﹤0.01%
80,088
-180
2297
$737K ﹤0.01%
+24,224
2298
$736K ﹤0.01%
17,534
+4,839
2299
$735K ﹤0.01%
100,287
+11,802
2300
$731K ﹤0.01%
12,353
-3,061
90 91
92
93 94