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
2301
$731K ﹤0.01%
38,052
+109
2302
$730K ﹤0.01%
55,241
+2,167
2303
$727K ﹤0.01%
20,259
-7,272
2304
$727K ﹤0.01%
26,090
-171
2305
$727K ﹤0.01%
15,418
+573
2306
$727K ﹤0.01%
162,609
+116,880
2307
$726K ﹤0.01%
12,758
-549
2308
$726K ﹤0.01%
55,745
-32,372
2309
$725K ﹤0.01%
49,161
+27,389
2310
$724K ﹤0.01%
20,181
-1,530
2311
$724K ﹤0.01%
16,013
+6,895
2312
$723K ﹤0.01%
154,443
+10,595
2313
$722K ﹤0.01%
17,586
-3,097
2314
$718K ﹤0.01%
27,621
-7,174
2315
$718K ﹤0.01%
36,900
-8,846
2316
$716K ﹤0.01%
48,029
+8,406
2317
$716K ﹤0.01%
+28,647
2318
$716K ﹤0.01%
25,916
+3,174
2319
$715K ﹤0.01%
32,723
-4,794
2320
$715K ﹤0.01%
32,459
+8,039
2321
$714K ﹤0.01%
44,885
-105
2322
$710K ﹤0.01%
55,740
-12,855
2323
$709K ﹤0.01%
22,087
-1,222
2324
$709K ﹤0.01%
7,259
+232
2325
$708K ﹤0.01%
+3,533
91 92
93
94 95