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
2326
$707K ﹤0.01%
92,523
-9,319
2327
$707K ﹤0.01%
17,815
+9,193
2328
$706K ﹤0.01%
72,569
+3,923
2329
$705K ﹤0.01%
23,141
+16,026
2330
$705K ﹤0.01%
8,565
-2,119
2331
$703K ﹤0.01%
26,649
2332
$703K ﹤0.01%
17,031
-2,793
2333
$703K ﹤0.01%
42,375
-3,182
2334
$702K ﹤0.01%
50,315
+3,701
2335
$702K ﹤0.01%
35,078
-8,768
2336
$701K ﹤0.01%
66,801
-2,320
2337
$700K ﹤0.01%
26,762
+3,124
2338
$699K ﹤0.01%
16,627
-559
2339
$698K ﹤0.01%
115,220
+17,096
2340
$697K ﹤0.01%
17,940
+446
2341
$696K ﹤0.01%
+29,925
2342
$696K ﹤0.01%
7,900
-2,046
2343
$695K ﹤0.01%
3,078
+306
2344
$694K ﹤0.01%
25,913
+9,551
2345
$691K ﹤0.01%
30,525
-3,436
2346
$691K ﹤0.01%
14,534
+531
2347
$691K ﹤0.01%
+24,913
2348
$687K ﹤0.01%
7,233
+3,759
2349
$687K ﹤0.01%
42,235
-77,703
2350
$685K ﹤0.01%
28,343
-429
92 93
94
95 96