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
2351
$685K ﹤0.01%
2,847
+683
2352
$685K ﹤0.01%
22,263
-4,261
2353
$685K ﹤0.01%
63,682
+4,380
2354
$685K ﹤0.01%
5,300
+243
2355
$683K ﹤0.01%
+4,383
2356
$682K ﹤0.01%
61,144
+5,382
2357
$681K ﹤0.01%
52,051
+3,335
2358
$681K ﹤0.01%
6,094
+135
2359
$680K ﹤0.01%
15,111
-405
2360
$680K ﹤0.01%
10,001
+269
2361
$680K ﹤0.01%
4,783
+2,896
2362
$680K ﹤0.01%
28,348
+222
2363
$679K ﹤0.01%
53,139
+36,171
2364
$675K ﹤0.01%
29,607
+296
2365
$675K ﹤0.01%
16,699
-177
2366
$674K ﹤0.01%
6,789
-1,283
2367
$673K ﹤0.01%
15,808
-627
2368
$673K ﹤0.01%
26,109
-5,996
2369
$672K ﹤0.01%
+9,822
2370
$672K ﹤0.01%
96,361
+12,835
2371
$672K ﹤0.01%
42,370
+489
2372
$671K ﹤0.01%
30,830
-50,536
2373
$669K ﹤0.01%
30,541
-168
2374
$666K ﹤0.01%
6,228
-611
2375
$666K ﹤0.01%
2,739
-819
93 94
95
96 97